Morgan Stanley Wealth Management

More Info

General Info

Morgan Stanley Smith Barney LLC is one of the leading wealth management firms in the global market. Based in Thousand Oaks, Calif., the firm offers a range of services, including brokerage and investment advisory services, financial/wealth planning, cash management, annuities, lending, insurance, retirement and trust services. It caters to individuals, businesses and institutions worldwide. Morgan Stanley Smith Barney LLC is a member of Securities Investor Protection Corporation. The firm operates more than 1,300 offices in 42 countries worldwide.

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Phone: (818) 991-2376

Phone: (805) 494-0215

Fax: (805) 494-0231

TollFree: (877) 494-0215

AKA

Morgan Stanley Smith Barney

Other Link

https://advisor.morganstanley.com/the-oaks-group

Categories

Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Stock & Bond Brokers, Stock & Bond Transfer Agents

Reviews

Details

Phone: (805) 497-0881

Address: 100 N Westlake Blvd Ste 200, Westlake Village, CA 91362

Website: https://advisor.morganstanley.com/the-oaks-group