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Morgan Stanley Smith Barney LLC

Purchase, New York, United States

Overview

Broker-dealer/wealth-management arm formed 2009-02-02 from the merger of Morgan Stanley's Global Wealth Management Group with Citi's Smith Barney; rebranded Morgan Stanley Wealth Management in 2012. Parent Morgan Stanley itself founded 1935, NYC.

Key Facts

Type
Broker-Dealer / Trading Execution
Specialization
Wealth management, brokerage, private fund placement/distribution
Category
Market Facilitator
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Last updated July 5, 2026