General Info

Morgan Stanley Smith Barney LLC, a joint venture between Morgan Stanley and Citigroup Global Markets Inc., is a global wealth management firm, with multiple locations across the globe. Located in North Palm Beach, Fla., the firm offers services in financial and wealth planning, including mutual funds, unit investment trusts and variable annuity investments, industry analysis, retirement and health planning, credit and lending, education and wealth transfer. Additionally, it offers brokerage and investment advisory services, cash management and annuities and insurance. Morgan Stanley Smith Barney LLC caters to various individuals, businesses and institutions. The firm is a member of Securities investor Protection Corporation (SIPC).