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May 25, 2015 3:51 PM ET

Capital Markets

Company Overview of Morgan Stanley Smith Barney LLC

Company Overview

Morgan Stanley Smith Barney LLC is a boutique investment banking firm that offers financial advisory services. The firm offers security trading, account monitoring, financial consulting, and transaction management and advisory services. Additionally, it provides strategy development and financial planning services. Morgan Stanley Smith Barney LLC is headquartered in Purchase, New York. Morgan Stanley Smith Barney LLC operates as a subsidiary of Morgan Stanley Smith Barney Holdings LLC.

2000 Westchester Avenue

Purchase, NY 10577-2530

United States

Founded in 2009





Key Executives for Morgan Stanley Smith Barney LLC

Age: 51
Chief Operating Officer
Age: 49
President of International Wealth Management Business
Head of Investment Products
Chief Operating Officer of Distribution, Development and Wealth Management - US
Compensation as of Fiscal Year 2014.

Morgan Stanley Smith Barney LLC Key Developments

Morgan Stanley Smith Barney LLC Presents at Spring 2015 ETP Forum NYC, Apr-01-2015 02:20 PM

Morgan Stanley Smith Barney LLC Presents at Spring 2015 ETP Forum NYC, Apr-01-2015 02:20 PM. Venue: The New York Athletic Club, 180 Central Park South, Between 58 & 59 Streets, New York, NY 10019, United States. Speakers: David Sherrill.

Morgan Stanley Reportedly Wants To Buy Joint Venture From Citi

Morgan Stanley (NYSE:MS) is interested in buying all of Citigroup Inc. (NYSE:C)'s stake in their wealth management joint venture Morgan Stanley Smith Barney LLC.

Morgan Stanley Wealth Management Forms Global Sports & Entertainment Division; Drew Hawkins Leads Global Sports & Entertainment Division

Morgan Stanley Wealth Management announced the launch of Global Sports & Entertainment, a new division that will serve the unique needs of veteran and emerging talent and their advisors in the sports and entertainment industries. An inaugural group of Financial Advisors across the country has been chosen for their experience working with athletes, entertainers, directors, writers, producers, owners, agents and business managers. These Financial Advisors recently completed an education program, attaining the title of Sports & Entertainment Director. They provide sports and entertainment professionals with access to customized resources and programs, including asset and liability management, philanthropic and lifestyle advisory services, family governance and advanced financial planning, insurance, investment banking and private equity solutions. Global Sports & Entertainment is led by Drew Hawkins, a managing director and veteran executive who served most recently as a Wealth Management Regional Director.

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