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<div class="vector-body-before-content"> <div class="mw-indicators"> </div> <div id="siteSub" class="noprint">From Wikipedia, the free encyclopedia</div> </div> <div id="contentSub"><div id="mw-content-subtitle"></div></div> <div id="mw-content-text" class="mw-body-content"><div class="mw-content-ltr mw-parser-output" lang="en" dir="ltr"><div class="shortdescription nomobile noexcerpt noprint searchaux" style="display:none">American multinational financial services corporation specializing in retail brokerage</div> <style data-mw-deduplicate="TemplateStyles:r1257001546">.mw-parser-output .infobox-subbox{padding:0;border:none;margin:-3px;width:auto;min-width:100%;font-size:100%;clear:none;float:none;background-color:transparent}.mw-parser-output .infobox-3cols-child{margin:auto}.mw-parser-output .infobox .navbar{font-size:100%}@media screen{html.skin-theme-clientpref-night .mw-parser-output .infobox-full-data:not(.notheme)>div:not(.notheme)[style]{background:#1f1f23!important;color:#f8f9fa}}@media screen and (prefers-color-scheme:dark){html.skin-theme-clientpref-os .mw-parser-output .infobox-full-data:not(.notheme) div:not(.notheme){background:#1f1f23!important;color:#f8f9fa}}@media(min-width:640px){body.skin--responsive .mw-parser-output .infobox-table{display:table!important}body.skin--responsive .mw-parser-output .infobox-table>caption{display:table-caption!important}body.skin--responsive .mw-parser-output .infobox-table>tbody{display:table-row-group}body.skin--responsive .mw-parser-output .infobox-table tr{display:table-row!important}body.skin--responsive .mw-parser-output .infobox-table th,body.skin--responsive .mw-parser-output .infobox-table td{padding-left:inherit;padding-right:inherit}}</style><style data-mw-deduplicate="TemplateStyles:r1242257876">.mw-parser-output .ib-company .infobox-label{padding-right:0.5em}.mw-parser-output .ib-company .infobox-data,.mw-parser-output .ib-company .infobox-below{line-height:1.35em}.mw-parser-output .ib-company-logo img{background-color:#f8f9fa}.mw-parser-output .ib-company-locality,.mw-parser-output .ib-company-country{display:inline}</style><table class="infobox ib-company vcard"><caption class="infobox-title fn org">Morgan Stanley Wealth Management</caption><tbody><tr><td colspan="2" class="infobox-image ib-company-logo logo"><span class="mw-default-size" typeof="mw:File/Frameless"><a href="/wiki/File:Morgan_Stanley_Logo_2024.png" class="mw-file-description"><img src="//upload.wikimedia.org/wikipedia/commons/thumb/8/89/Morgan_Stanley_Logo_2024.png/220px-Morgan_Stanley_Logo_2024.png" decoding="async" width="220" height="32" class="mw-file-element" srcset="//upload.wikimedia.org/wikipedia/commons/thumb/8/89/Morgan_Stanley_Logo_2024.png/330px-Morgan_Stanley_Logo_2024.png 1.5x, //upload.wikimedia.org/wikipedia/commons/thumb/8/89/Morgan_Stanley_Logo_2024.png/440px-Morgan_Stanley_Logo_2024.png 2x" data-file-width="1000" data-file-height="144" /></a></span></td></tr><tr><th scope="row" class="infobox-label">Company type</th><td class="infobox-data category"><a href="/wiki/Privately_held_company" title="Privately held company">Private</a></td></tr><tr><th scope="row" class="infobox-label">Industry</th><td class="infobox-data category"><a href="/wiki/Financial_services" title="Financial services">Financial services</a></td></tr><tr><th scope="row" class="infobox-label">Founded</th><td class="infobox-data">2009<span class="noprint">; 15 years ago</span><span style="display:none"> (<span class="bday dtstart published updated">2009</span>)</span></td></tr><tr><th scope="row" class="infobox-label">Founder</th><td class="infobox-data agent"><a href="/wiki/Henry_S._Morgan" class="mw-redirect" title="Henry S. Morgan">Henry S. Morgan</a>, <a href="/wiki/Harold_Stanley" title="Harold Stanley">Harold Stanley</a>, <a href="/wiki/Charles_D._Barney" title="Charles D. Barney">Charles D. Barney</a>, <a href="/wiki/Edward_B._Smith" class="mw-redirect" title="Edward B. Smith">Edward B. Smith</a></td></tr><tr><th scope="row" class="infobox-label">Headquarters</th><td class="infobox-data adr"><div class="ib-company-locality locality"><a href="/wiki/Purchase,_New_York" title="Purchase, New York">Purchase, New York</a></div>, <div class="ib-company-country country-name">U.S.</div></td></tr><tr><th scope="row" class="infobox-label"><div style="display: inline-block; line-height: 1.2em; padding: .1em 0;">Area served</div></th><td class="infobox-data">Worldwide</td></tr><tr><th scope="row" class="infobox-label"><div style="display: inline-block; line-height: 1.2em; padding: .1em 0;">Key people</div></th><td class="infobox-data agent"><a href="/wiki/James_P._Gorman" title="James P. Gorman">James P. Gorman</a> (<a href="/wiki/Chairman" class="mw-redirect" title="Chairman">chairman</a>)</td></tr><tr><th scope="row" class="infobox-label">Products</th><td class="infobox-data"><a href="/wiki/Broker" title="Broker">Retail brokerage</a>, <a href="/wiki/Asset_management" title="Asset management">asset management</a>, <a href="/wiki/Investment_banking" title="Investment banking">investment banking</a></td></tr><tr><th scope="row" class="infobox-label">Revenue</th><td class="infobox-data">US$17,242 billion (2018)</td></tr><tr><th scope="row" class="infobox-label"><div style="display: inline-block; line-height: 1.2em; padding: .1em 0;"><a href="/wiki/Earnings_before_interest_and_taxes" title="Earnings before interest and taxes">Operating income</a></div></th><td class="infobox-data">US$4,521 billion (2018)</td></tr><tr><th scope="row" class="infobox-label"><div style="display: inline-block; line-height: 1.2em; padding: .1em 0;"><a href="/wiki/Net_income" title="Net income">Net income</a></div></th><td class="infobox-data">US$3,472 billion (2018)</td></tr><tr><th scope="row" class="infobox-label"><a href="/wiki/Assets_under_management" title="Assets under management">AUM</a></th><td class="infobox-data">US$2.05 trillion (2014)</td></tr><tr><th scope="row" class="infobox-label"><div style="display: inline-block; line-height: 1.2em; padding: .1em 0;">Number of employees</div></th><td class="infobox-data">17,646 (2011)</td></tr><tr><th scope="row" class="infobox-label"><a href="/wiki/Parent_company" class="mw-redirect" title="Parent company">Parent</a></th><td class="infobox-data"><a href="/wiki/Morgan_Stanley" title="Morgan Stanley">Morgan Stanley</a></td></tr><tr><th scope="row" class="infobox-label">Website</th><td class="infobox-data"><span class="url"><a rel="nofollow" class="external text" href="http://www.morganstanleyindividual.com/">www<wbr />.morganstanleyindividual<wbr />.com</a></span></td></tr></tbody></table> <p><b>Morgan Stanley Wealth Management</b> is an American <a href="/wiki/Multinational_corporation" title="Multinational corporation">multinational</a> <a href="/wiki/Financial_services" title="Financial services">financial services</a> corporation specializing in <a href="/wiki/Broker" title="Broker">retail brokerage</a>. It is the wealth & asset management division of <a href="/wiki/Morgan_Stanley" title="Morgan Stanley">Morgan Stanley</a>. On January 13, 2009, Morgan Stanley and <a href="/wiki/Citigroup" title="Citigroup">Citigroup</a> announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi Global Wealth Management. The combined brokerage house has 17,646 financial advisors and manages $2 trillion in client assets.<sup id="cite_ref-wsj20120222_1-0" class="reference"><a href="#cite_note-wsj20120222-1"><span class="cite-bracket">[</span>1<span class="cite-bracket">]</span></a></sup> Clients range from individual investors to small- and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations. </p><p>On September 25, 2012, Morgan Stanley announced that its <a href="/wiki/United_States" title="United States">U.S.</a> wealth management business was renamed "Morgan Stanley Wealth Management". The <a href="/wiki/Broker-dealer" title="Broker-dealer">broker-dealer</a> designation for Morgan Stanley Wealth Management will remain "Morgan Stanley Smith Barney LLC".<sup id="cite_ref-mswm_2-0" class="reference"><a href="#cite_note-mswm-2"><span class="cite-bracket">[</span>2<span class="cite-bracket">]</span></a></sup> </p> <meta property="mw:PageProp/toc" /> <div class="mw-heading mw-heading2"><h2 id="History">History</h2><span class="mw-editsection"><span class="mw-editsection-bracket">[</span><a href="/w/index.php?title=Morgan_Stanley_Wealth_Management&action=edit&section=1" title="Edit section: History"><span>edit</span></a><span class="mw-editsection-bracket">]</span></span></div> <figure class="mw-default-size mw-halign-left" typeof="mw:File/Thumb"><a href="/wiki/File:SmithBarney.gif" class="mw-file-description"><img src="//upload.wikimedia.org/wikipedia/commons/7/7a/SmithBarney.gif" decoding="async" width="200" height="200" class="mw-file-element" data-file-width="200" data-file-height="200" /></a><figcaption>Smith Barney & Co. logo</figcaption></figure> <p>Smith Barney & Co. was formed in 1938 through the merger of <a href="/wiki/Charles_D._Barney_%26_Co." class="mw-redirect" title="Charles D. Barney & Co.">Charles D. Barney & Co.</a> and <a href="/wiki/Edward_B._Smith_%26_Co." class="mw-redirect" title="Edward B. Smith & Co.">Edward B. Smith & Co</a>. Charles D. Barney & Co., a <a href="/wiki/New_York_(state)" title="New York (state)">New York</a> and <a href="/wiki/Philadelphia" title="Philadelphia">Philadelphia</a> based firm, was founded by <a href="/wiki/Charles_D._Barney" title="Charles D. Barney">Charles D. Barney</a> in 1873 following the failure of its predecessor <a href="/wiki/Jay_Cooke_%26_Company" title="Jay Cooke & Company">Jay Cooke & Company</a>. Edward B. Smith & Co., founded in 1892 became a significant player in securities underwriting in 1934 when the firm absorbed the professionals from the securities business of <a href="/wiki/J.P._Morgan_%26_Co." title="J.P. Morgan & Co.">Guaranty Trust Company</a>, following the passage of the <a href="/wiki/Glass_Steagall_Act" class="mw-redirect" title="Glass Steagall Act">Glass Steagall Act</a>.<sup id="cite_ref-3" class="reference"><a href="#cite_note-3"><span class="cite-bracket">[</span>3<span class="cite-bracket">]</span></a></sup> </p><p>In 1975, Smith Barney merged with Harris, Upham & Co. to form Smith Barney, Harris Upham & Co., which, in 1977, was placed under SBHU Holdings, a <a href="/wiki/Holding_company" title="Holding company">holding company</a>. In 1982, SBHU Holdings was renamed Smith Barney Inc.<sup id="cite_ref-4" class="reference"><a href="#cite_note-4"><span class="cite-bracket">[</span>4<span class="cite-bracket">]</span></a></sup> During the 1980s, the company was known for its television commercials featuring actor <a href="/wiki/John_Houseman" title="John Houseman">John Houseman</a>, with the <a href="/wiki/Catchphrase" title="Catchphrase">catchphrase</a>, "They make money the old-fashioned way. They <i>earn</i> it."<sup id="cite_ref-5" class="reference"><a href="#cite_note-5"><span class="cite-bracket">[</span>5<span class="cite-bracket">]</span></a></sup> After Houseman stepped down, the campaign continued with various actors, such as <a href="/wiki/Leo_McKern" title="Leo McKern">Leo McKern</a>, <a href="/wiki/Joel_Higgins" title="Joel Higgins">Joel Higgins</a> and <a href="/wiki/George_C._Scott" title="George C. Scott">George C. Scott</a>. </p> <figure class="mw-halign-left" typeof="mw:File/Thumb"><a href="/wiki/File:Smith_Barney_Shearson_logo.png" class="mw-file-description"><img src="//upload.wikimedia.org/wikipedia/en/thumb/9/94/Smith_Barney_Shearson_logo.png/260px-Smith_Barney_Shearson_logo.png" decoding="async" width="260" height="42" class="mw-file-element" srcset="//upload.wikimedia.org/wikipedia/en/9/94/Smith_Barney_Shearson_logo.png 1.5x" data-file-width="363" data-file-height="59" /></a><figcaption>Smith Barney Shearson logo following the purchase of the brokerage business of <a href="/wiki/Shearson_Lehman_Hutton" class="mw-redirect" title="Shearson Lehman Hutton">Shearson Lehman Hutton</a> from <a href="/wiki/American_Express" title="American Express">American Express</a></figcaption></figure> <p>In the late 1980s, the retail brokerage firm Smith Barney was owned by <a href="/wiki/Sanford_I._Weill" title="Sanford I. Weill">Sanford I. Weill</a>'s <a href="/wiki/Primerica_Financial_Services" class="mw-redirect" title="Primerica Financial Services">Primerica Corporation</a>. Commercial Credit purchased Primerica in 1988, for $1.5 billion ($3,864,378,165 today). In 1992, they paid $722 million ($1,567,614,892 today) to buy a 27% share of Travelers Insurance and in 1993 acquired <a href="/wiki/Shearson" title="Shearson">Shearson</a> (which included the legacy business of <a href="/wiki/E.F._Hutton" class="mw-redirect" title="E.F. Hutton">E.F. Hutton</a>) from <a href="/wiki/American_Express" title="American Express">American Express</a>. By the end of 1993, the merged company was known as Travelers Group Inc.<sup class="noprint Inline-Template Template-Fact" style="white-space:nowrap;">[<i><a href="/wiki/Wikipedia:Citation_needed" title="Wikipedia:Citation needed"><span title="This claim needs references to reliable sources. (January 2015)">citation needed</span></a></i>]</sup> although the brokerage business continued to operate under the Smith Barney brand. </p><p>In 1993, Weill bought stockbroker Shearson back from American Express for $1 billion ($2,109,191,431 today), and merged it into Smith Barney.<sup id="cite_ref-businessweek1998_6-0" class="reference"><a href="#cite_note-businessweek1998-6"><span class="cite-bracket">[</span>6<span class="cite-bracket">]</span></a></sup><sup id="cite_ref-7" class="reference"><a href="#cite_note-7"><span class="cite-bracket">[</span>7<span class="cite-bracket">]</span></a></sup> (Weill had been in charge of Shearson Loeb Rhoades and sold it to American Express in 1981.<sup id="cite_ref-8" class="reference"><a href="#cite_note-8"><span class="cite-bracket">[</span>8<span class="cite-bracket">]</span></a></sup>) Weill offered <a href="/wiki/Joe_Plumeri" class="mw-redirect" title="Joe Plumeri">Joe Plumeri</a> the presidency of Smith Barney, and he became the President of the merged company that year.<sup id="cite_ref-businessweek1998_6-1" class="reference"><a href="#cite_note-businessweek1998-6"><span class="cite-bracket">[</span>6<span class="cite-bracket">]</span></a></sup><sup id="cite_ref-highbeam1_9-0" class="reference"><a href="#cite_note-highbeam1-9"><span class="cite-bracket">[</span>9<span class="cite-bracket">]</span></a></sup><sup id="cite_ref-highbeam2_10-0" class="reference"><a href="#cite_note-highbeam2-10"><span class="cite-bracket">[</span>10<span class="cite-bracket">]</span></a></sup> He only lasted a year, as he experienced conflicts with existing Smith Barney managers.<sup id="cite_ref-businessweek1998_6-2" class="reference"><a href="#cite_note-businessweek1998-6"><span class="cite-bracket">[</span>6<span class="cite-bracket">]</span></a></sup> </p><p>In September 1997, Travelers acquired Salomon Inc. (parent company of <a href="/wiki/Salomon_Brothers_Inc." class="mw-redirect" title="Salomon Brothers Inc.">Salomon Brothers Inc.</a>), for over $9 billion ($17,082,089,552 today) in stock, and merged it with its own investment arm to create <b>Salomon Smith Barney</b>.<sup id="cite_ref-11" class="reference"><a href="#cite_note-11"><span class="cite-bracket">[</span>11<span class="cite-bracket">]</span></a></sup> In April 1998 Travelers Group announced an agreement to undertake a $76 billion ($142,069,416,088 today) merger between Travelers and Citicorp, creating <a href="/wiki/Citigroup" title="Citigroup">Citigroup</a>, which at the time of the merger was the largest single financial services company in the world. </p><p>At the time of the <a href="/wiki/September_11,_2001,_attacks" class="mw-redirect" title="September 11, 2001, attacks">September 11, 2001, attacks</a>, it was the largest tenant in <a href="/wiki/7_World_Trade_Center_(1987%E2%80%932001)" title="7 World Trade Center (1987–2001)">7 World Trade Center</a>, occupying 1,202,900 sq ft (111,750 m<sup>2</sup>) (64 percent of the building) which included floors 28–45.<sup id="cite_ref-fema-ch5_12-0" class="reference"><a href="#cite_note-fema-ch5-12"><span class="cite-bracket">[</span>12<span class="cite-bracket">]</span></a></sup><sup id="cite_ref-tenants_13-0" class="reference"><a href="#cite_note-tenants-13"><span class="cite-bracket">[</span>13<span class="cite-bracket">]</span></a></sup> </p> <div class="mw-heading mw-heading3"><h3 id="Sale_to_Morgan_Stanley">Sale to Morgan Stanley</h3><span class="mw-editsection"><span class="mw-editsection-bracket">[</span><a href="/w/index.php?title=Morgan_Stanley_Wealth_Management&action=edit&section=2" title="Edit section: Sale to Morgan Stanley"><span>edit</span></a><span class="mw-editsection-bracket">]</span></span></div> <p>During the <a href="/wiki/2007%E2%80%932008_financial_crisis" title="2007–2008 financial crisis">2007–2008 financial crisis</a>, Citigroup suffered large losses in its retained <a href="/wiki/Collateralized_debt_obligation" title="Collateralized debt obligation">collateralized debt obligation</a> exposure (loans that Citi underwrote but was not able to sell), and had to be <a href="/wiki/Troubled_Asset_Relief_Program" title="Troubled Asset Relief Program">rescued</a> by the <a href="/wiki/U.S._federal_government" class="mw-redirect" title="U.S. federal government">U.S. federal government</a>. They decided to sell or close "non-core" businesses in order to raise money. On January 13, 2009, <a href="/wiki/Morgan_Stanley" title="Morgan Stanley">Morgan Stanley</a> and Citigroup announced the merger of Smith Barney with Morgan Stanley's <a href="/wiki/Morgan_Stanley#Wealth_Management" title="Morgan Stanley">Global Wealth Management Group</a>, with Morgan Stanley paying $2.7 billion cash upfront to Citigroup for a 51% stake in the joint venture. The joint venture operates as Morgan Stanley Smith Barney.<sup id="cite_ref-14" class="reference"><a href="#cite_note-14"><span class="cite-bracket">[</span>14<span class="cite-bracket">]</span></a></sup> Morgan Stanley itself was in a financially cash-strapped position like Citigroup during that time, but they were helped by the $9 billion that <a href="/wiki/Mitsubishi_UFJ_Financial_Group" title="Mitsubishi UFJ Financial Group"> Mitsubishi UFJ Financial Group</a> had paid in 2008 for a 21% stake in Morgan Stanley.<sup id="cite_ref-15" class="reference"><a href="#cite_note-15"><span class="cite-bracket">[</span>15<span class="cite-bracket">]</span></a></sup><sup id="cite_ref-16" class="reference"><a href="#cite_note-16"><span class="cite-bracket">[</span>16<span class="cite-bracket">]</span></a></sup><sup id="cite_ref-17" class="reference"><a href="#cite_note-17"><span class="cite-bracket">[</span>17<span class="cite-bracket">]</span></a></sup> </p><p>On June 1, 2009, <a href="/wiki/Morgan_Stanley" title="Morgan Stanley">Morgan Stanley</a> and <a href="/wiki/Citigroup" title="Citigroup">Citigroup</a> announced they closed early on the launch of their joint venture that combines Morgan Stanley's wealth management unit (including many former <a href="/wiki/Dean_Witter_Reynolds" title="Dean Witter Reynolds">Dean Witter</a> assets) with Citi's Smith Barney brokerage division. The new venture, called Morgan Stanley Smith Barney, was supposed to launch during the third quarter. The combined entity generates about $14 billion in net revenue, has 18,500 financial advisors, 1,000 locations worldwide and serves about 6.8 million households.<sup id="cite_ref-18" class="reference"><a href="#cite_note-18"><span class="cite-bracket">[</span>18<span class="cite-bracket">]</span></a></sup> </p><p>Citigroup disclosed on September 17, 2009, they would sell their remaining shares in the group to partner Morgan Stanley.<sup id="cite_ref-19" class="reference"><a href="#cite_note-19"><span class="cite-bracket">[</span>19<span class="cite-bracket">]</span></a></sup> </p> <div class="mw-heading mw-heading2"><h2 id="Acquisition_history">Acquisition history</h2><span class="mw-editsection"><span class="mw-editsection-bracket">[</span><a href="/w/index.php?title=Morgan_Stanley_Wealth_Management&action=edit&section=3" title="Edit section: Acquisition history"><span>edit</span></a><span class="mw-editsection-bracket">]</span></span></div> <p>The following is an illustration of the company's major mergers and acquisitions and historical predecessors (this is not a comprehensive list):<sup id="cite_ref-salomonhist_20-0" class="reference"><a href="#cite_note-salomonhist-20"><span class="cite-bracket">[</span>20<span class="cite-bracket">]</span></a></sup> </p> <style data-mw-deduplicate="TemplateStyles:r1214851843">.mw-parser-output .hidden-begin{box-sizing:border-box;width:100%;padding:5px;border:none;font-size:95%}.mw-parser-output .hidden-title{font-weight:bold;line-height:1.6;text-align:left}.mw-parser-output .hidden-content{text-align:left}@media all and (max-width:500px){.mw-parser-output .hidden-begin{width:auto!important;clear:none!important;float:none!important}}</style><div class="hidden-begin mw-collapsible mw-collapsed" style="overflow:auto; border:#aaa 1px solid"><div class="hidden-title skin-nightmode-reset-color" style=""><div class="center" style="width:auto; margin-left:auto; margin-right:auto;">Acquisition history</div></div><div class="hidden-content mw-collapsible-content" style=""> <div class="clade"><style data-mw-deduplicate="TemplateStyles:r1258728058">body.skin-vector-2022 .mw-parser-output div.clade,body.skin-minerva .mw-parser-output div.clade{overflow-x:auto;overflow-y:hidden}body.skin-minerva .mw-parser-output div.clade p{font-size:inherit}.mw-parser-output table.clade{border-spacing:0;margin:0;font-size:100%;line-height:100%;border-collapse:separate;width:auto}.mw-parser-output table.clade table.clade{width:100%;line-height:inherit}.mw-parser-output table.clade td.clade-label{min-width:0.2em;width:0.2em;padding:0.1em 0.25em;vertical-align:bottom;text-align:center;border-left:1px solid;border-bottom:1px solid;white-space:nowrap}.mw-parser-output table.clade td.clade-label::before,.mw-parser-output table.clade td.clade-slabel::before{content:"\2060 "}.mw-parser-output table.clade td.clade-fixed-width{overflow:hidden;text-overflow:ellipsis}.mw-parser-output table.clade td.clade-fixed-width:hover{overflow:visible}.mw-parser-output table.clade td.clade-label.first{border-left:none;border-right:none}.mw-parser-output table.clade td.clade-label.reverse{border-left:none;border-right:1px solid}.mw-parser-output table.clade td.clade-slabel{padding:0.1em 0.25em;vertical-align:top;text-align:center;border-left:1px solid;white-space:nowrap}.mw-parser-output table.clade td.clade-slabel:hover{overflow:visible}.mw-parser-output table.clade td.clade-slabel.last{border-left:none;border-right:none}.mw-parser-output table.clade td.clade-slabel.reverse{border-left:none;border-right:1px solid}.mw-parser-output table.clade td.clade-bar{vertical-align:middle;text-align:left;padding:0 0.5em;position:relative}.mw-parser-output table.clade td.clade-bar.reverse{text-align:right;position:relative}.mw-parser-output table.clade td.clade-leaf{border:0;padding:0;text-align:left}.mw-parser-output table.clade td.clade-leafR{border:0;padding:0;text-align:right}.mw-parser-output table.clade td.clade-leaf.reverse{text-align:right}.mw-parser-output table.clade:hover span.linkA{background-color:yellow}.mw-parser-output table.clade:hover span.linkB{background-color:green}</style> <table class="clade" style="font-size:88%;line-height:120%"> <tbody><tr> <td class="clade-label first"><div style="display:inline" class="nowrap"><b><span style="font-size:100%;">Morgan Stanley<br />Smith Barney</span></b><br /><small>(merged 2009)</small></div> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"><a href="/wiki/Morgan_Stanley" title="Morgan Stanley">Morgan Stanley</a><br /><small>(merged 1997, formerly Morgan Stanley Dean Witter)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Morgan_Stanley" title="Morgan Stanley">Morgan Stanley</a><br /><small>(est. 1935)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"><a href="/wiki/Dean_Witter_Reynolds" title="Dean Witter Reynolds">Dean Witter Reynolds</a><br /><small>(merged 1978)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Dean_Witter" class="mw-redirect" title="Dean Witter">Dean Witter</a><br /><small>(est. 1924)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Reynolds_Securities" title="Reynolds Securities">Reynolds Securities</a><br /><small>(est. 1931)</small> </p> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"><div style="display:inline" class="nowrap"><span style="font-size:100%;"><b>Smith Barney Shearson</b></span><br /><small>(merged 1993)</small></div> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"><b>Smith Barney, Harris Upham & Co.</b><br /><small>(acq. 1985)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Primerica_Corporation" class="mw-redirect" title="Primerica Corporation">Primerica Corporation</a><br /><small>(later acq. by <a href="/w/index.php?title=Commercial_Credit&action=edit&redlink=1" class="new" title="Commercial Credit (page does not exist)">Commercial Credit</a>)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"><div style="display:inline" class="nowrap"><span style="font-size:100%;"><b>Smith Barney & Co.</b></span><br /><small>(merged 1938)</small></div> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"> </td> <td rowspan="2" class="clade-leaf"> <p>Edward B. Smith & Co.<br /><small>(est. 1892)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Charles D. Barney & Co.<br /><small>(est. 1873)</small> </p> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Harris, Upham & Co.<br /><small>(est. 1929, acq. 1975)</small> </p> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"><a href="/wiki/Shearson_Lehman_Hutton" class="mw-redirect" title="Shearson Lehman Hutton">Shearson Lehman Hutton</a><br /><small>(merged 1988)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"><a href="/wiki/Shearson_Lehman_Brothers" class="mw-redirect" title="Shearson Lehman Brothers">Shearson Lehman Brothers</a><br /><small>(merged 1984)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"><a href="/wiki/Shearson/American_Express" class="mw-redirect" title="Shearson/American Express">Shearson/American Express</a><br /><small>(merged 1981)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/American_Express" title="American Express">American Express</a><br /><small>(est. 1850)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"><a href="/wiki/Shearson_Loeb_Rhoades" class="mw-redirect" title="Shearson Loeb Rhoades">Shearson Loeb Rhoades</a><br /><small>(acquired 1981)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"><a href="/wiki/Shearson_Hayden_Stone" class="mw-redirect" title="Shearson Hayden Stone">Shearson Hayden Stone</a><br /><small>(merged 1973)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"><a href="/wiki/Hayden,_Stone_%26_Co." title="Hayden, Stone & Co.">Hayden Stone, Inc.</a> <small>(formerly CBWL-Hayden Stone, merged 1970)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Cogan,_Berlind,_Weill_%26_Levitt" title="Cogan, Berlind, Weill & Levitt">Cogan, Berlind, Weill & Levitt</a><br /><small>(formerly Carter, Berlind, Potoma & Weill, est. 1960)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Hayden,_Stone_%26_Co." title="Hayden, Stone & Co.">Hayden, Stone & Co.</a> </p> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Shearson,_Hammill_%26_Co." title="Shearson, Hammill & Co.">Shearson, Hammill & Co.</a><br /><small>(est. 1902)</small> </p> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"><a href="/wiki/Loeb,_Rhoades,_Hornblower_%26_Co." class="mw-redirect" title="Loeb, Rhoades, Hornblower & Co.">Loeb, Rhoades, Hornblower & Co.</a><br /><small>(merged 1978)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"><a href="/wiki/Loeb,_Rhoades_%26_Co." title="Loeb, Rhoades & Co.">Loeb, Rhoades & Co.</a><br /><small>(merged 1937)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Carl_M._Loeb_%26_Co." class="mw-redirect" title="Carl M. Loeb & Co.">Carl M. Loeb & Co.</a><br /><small>(est. 1931)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Rhoades_%26_Company" class="mw-redirect" title="Rhoades & Company">Rhoades & Company</a><br /><small>(est. 1905)</small> </p> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"><a href="/wiki/Hornblower,_Weeks,_Noyes_%26_Trask" class="mw-redirect" title="Hornblower, Weeks, Noyes & Trask">Hornblower, Weeks, Noyes & Trask</a><br /><small>(merged 1953–1977)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Hornblower_%26_Weeks" title="Hornblower & Weeks">Hornblower & Weeks</a><br /><small>(est. 1888)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Hemphill, Noyes & Co.<br /><small>(est. 1919, acq. 1963)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Spencer_Trask_%26_Co." title="Spencer Trask & Co.">Spencer Trask & Co.</a><br /><small>(est. 1866 as Trask & Brown)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Paul H. Davis & Co.<br /><small>(est. 1920, acq. 1953)</small> </p> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Robinson Humphrey Co. <small>(acq. 1982)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Foster & Marshall <small>(acq. 1982)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Balcor Co. <small>(acq. 1982)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Chiles, Heider & Co. <small>(acq. 1983)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Davis, Skaggs & Co. <small>(acq. 1983)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Columbia Group <small>(acq. 1984)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Financo" title="Financo">Financo</a> <small>(founded 1971, acq. 1985)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>L. Messel & Co. <small>(acq. 1986)</small> </p> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"><a href="/wiki/Lehman_Brothers_Kuhn_Loeb" class="mw-redirect" title="Lehman Brothers Kuhn Loeb">Lehman Brothers Kuhn Loeb</a><br /><small>(merged 1977)</small> </td> <td rowspan="2" class="clade-leaf"> <div><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1258728058"> <table class="clade"> <tbody><tr> <td class="clade-label first"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Lehman_Brothers" title="Lehman Brothers">Lehman Brothers</a><br /><small>(est. 1850)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/Kuhn,_Loeb_%26_Co." title="Kuhn, Loeb & Co.">Kuhn, Loeb & Co.</a><br /><small>(est. 1867)</small> </p> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p>Abraham & Co.<br /><small>(est. 1938, acq. 1975)</small> </p> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel"> </td></tr> <tr> <td class="clade-label"> </td> <td rowspan="2" class="clade-leaf"> <p><a href="/wiki/E._F._Hutton_%26_Co." class="mw-redirect" title="E. F. Hutton & Co.">E. F. Hutton & Co.</a><br /><small>(est. 1904)</small> </p> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </td></tr> <tr> <td class="clade-slabel last"> </td></tr></tbody></table></div> </div></div> <div class="mw-heading mw-heading2"><h2 id="References">References</h2><span class="mw-editsection"><span class="mw-editsection-bracket">[</span><a href="/w/index.php?title=Morgan_Stanley_Wealth_Management&action=edit&section=4" title="Edit section: References"><span>edit</span></a><span class="mw-editsection-bracket">]</span></span></div> <style data-mw-deduplicate="TemplateStyles:r1239543626">.mw-parser-output .reflist{margin-bottom:0.5em;list-style-type:decimal}@media screen{.mw-parser-output .reflist{font-size:90%}}.mw-parser-output .reflist .references{font-size:100%;margin-bottom:0;list-style-type:inherit}.mw-parser-output .reflist-columns-2{column-width:30em}.mw-parser-output .reflist-columns-3{column-width:25em}.mw-parser-output .reflist-columns{margin-top:0.3em}.mw-parser-output .reflist-columns ol{margin-top:0}.mw-parser-output .reflist-columns li{page-break-inside:avoid;break-inside:avoid-column}.mw-parser-output .reflist-upper-alpha{list-style-type:upper-alpha}.mw-parser-output .reflist-upper-roman{list-style-type:upper-roman}.mw-parser-output .reflist-lower-alpha{list-style-type:lower-alpha}.mw-parser-output .reflist-lower-greek{list-style-type:lower-greek}.mw-parser-output .reflist-lower-roman{list-style-type:lower-roman}</style><div class="reflist"> <div class="mw-references-wrap mw-references-columns"><ol class="references"> <li id="cite_note-wsj20120222-1"><span class="mw-cite-backlink"><b><a href="#cite_ref-wsj20120222_1-0">^</a></b></span> <span class="reference-text"><style data-mw-deduplicate="TemplateStyles:r1238218222">.mw-parser-output cite.citation{font-style:inherit;word-wrap:break-word}.mw-parser-output .citation q{quotes:"\"""\"""'""'"}.mw-parser-output .citation:target{background-color:rgba(0,127,255,0.133)}.mw-parser-output .id-lock-free.id-lock-free a{background:url("//upload.wikimedia.org/wikipedia/commons/6/65/Lock-green.svg")right 0.1em center/9px no-repeat}.mw-parser-output .id-lock-limited.id-lock-limited a,.mw-parser-output .id-lock-registration.id-lock-registration a{background:url("//upload.wikimedia.org/wikipedia/commons/d/d6/Lock-gray-alt-2.svg")right 0.1em center/9px no-repeat}.mw-parser-output .id-lock-subscription.id-lock-subscription a{background:url("//upload.wikimedia.org/wikipedia/commons/a/aa/Lock-red-alt-2.svg")right 0.1em center/9px no-repeat}.mw-parser-output .cs1-ws-icon a{background:url("//upload.wikimedia.org/wikipedia/commons/4/4c/Wikisource-logo.svg")right 0.1em center/12px no-repeat}body:not(.skin-timeless):not(.skin-minerva) .mw-parser-output .id-lock-free a,body:not(.skin-timeless):not(.skin-minerva) .mw-parser-output .id-lock-limited a,body:not(.skin-timeless):not(.skin-minerva) .mw-parser-output .id-lock-registration a,body:not(.skin-timeless):not(.skin-minerva) .mw-parser-output .id-lock-subscription a,body:not(.skin-timeless):not(.skin-minerva) .mw-parser-output .cs1-ws-icon a{background-size:contain;padding:0 1em 0 0}.mw-parser-output .cs1-code{color:inherit;background:inherit;border:none;padding:inherit}.mw-parser-output .cs1-hidden-error{display:none;color:var(--color-error,#d33)}.mw-parser-output .cs1-visible-error{color:var(--color-error,#d33)}.mw-parser-output .cs1-maint{display:none;color:#085;margin-left:0.3em}.mw-parser-output .cs1-kern-left{padding-left:0.2em}.mw-parser-output .cs1-kern-right{padding-right:0.2em}.mw-parser-output .citation .mw-selflink{font-weight:inherit}@media screen{.mw-parser-output .cs1-format{font-size:95%}html.skin-theme-clientpref-night .mw-parser-output .cs1-maint{color:#18911f}}@media screen and (prefers-color-scheme:dark){html.skin-theme-clientpref-os .mw-parser-output .cs1-maint{color:#18911f}}</style><cite id="CITEREFKapnerLucchetti,_Aaron2012" class="citation news cs1">Kapner, Suzanne; Lucchetti, Aaron (February 22, 2012). <a rel="nofollow" class="external text" href="http://professional.wsj.com/article/SB10001424052970204131004577237363070975608.html?mg=reno64-wsj">"Citigroup Faces Smith Barney up from 546$Billion in november 2007 Hit"</a>. <i><a href="/wiki/The_Wall_Street_Journal" title="The Wall Street Journal">The Wall Street Journal</a></i><span class="reference-accessdate">. Retrieved <span class="nowrap">May 20,</span> 2012</span>.</cite><span title="ctx_ver=Z39.88-2004&rft_val_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Ajournal&rft.genre=article&rft.jtitle=The+Wall+Street+Journal&rft.atitle=Citigroup+Faces+Smith+Barney+up+from+546%24Billion+in+november+2007+Hit&rft.date=2012-02-22&rft.aulast=Kapner&rft.aufirst=Suzanne&rft.au=Lucchetti%2C+Aaron&rft_id=http%3A%2F%2Fprofessional.wsj.com%2Farticle%2FSB10001424052970204131004577237363070975608.html%3Fmg%3Dreno64-wsj&rfr_id=info%3Asid%2Fen.wikipedia.org%3AMorgan+Stanley+Wealth+Management" class="Z3988"></span></span> </li> <li id="cite_note-mswm-2"><span class="mw-cite-backlink"><b><a href="#cite_ref-mswm_2-0">^</a></b></span> <span class="reference-text"><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1238218222"><cite class="citation pressrelease cs1"><a rel="nofollow" class="external text" href="http://www.morganstanley.com/about/press/articles/7a78aa1d-036a-4fbf-9df7-1e73387a1c8a.html">"Morgan Stanley Smith Barney is Now Morgan Stanley Wealth Management"</a> (Press release). 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(1996) <i>International Directory of Company Histories</i> (volume 14) St. James Press, Detroit, <a rel="nofollow" class="external text" href="https://books.google.com/books?id=Awi7AAAAIAAJ&q=%22renamed+smith%22">p. 464</a>, <link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1238218222"><a href="/wiki/ISBN_(identifier)" class="mw-redirect" title="ISBN (identifier)">ISBN</a> <a href="/wiki/Special:BookSources/1-55862-218-7" title="Special:BookSources/1-55862-218-7">1-55862-218-7</a></span> </li> <li id="cite_note-5"><span class="mw-cite-backlink"><b><a href="#cite_ref-5">^</a></b></span> <span class="reference-text"><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1238218222"><cite id="CITEREFElliott1995" class="citation news cs1">Elliott, Stuart (August 25, 1995). <a rel="nofollow" class="external text" href="https://www.nytimes.com/1995/08/25/business/media-business-advertising-smith-barney-summons-ghost-haughty-john-houseman.html?scp=1&sq=Smith%20Barney%20summons">"THE MEDIA BUSINESS: ADVERTISING; Smith Barney summons the ghost of a haughty John Houseman in a revival of its 'timeless' ads"</a>. <i>The New York Times</i>.</cite><span title="ctx_ver=Z39.88-2004&rft_val_fmt=info%3Aofi%2Ffmt%3Akev%3Amtx%3Ajournal&rft.genre=article&rft.jtitle=The+New+York+Times&rft.atitle=THE+MEDIA+BUSINESS%3A+ADVERTISING%3B+Smith+Barney+summons+the+ghost+of+a+haughty+John+Houseman+in+a+revival+of+its+%27timeless%27+ads&rft.date=1995-08-25&rft.aulast=Elliott&rft.aufirst=Stuart&rft_id=https%3A%2F%2Fwww.nytimes.com%2F1995%2F08%2F25%2Fbusiness%2Fmedia-business-advertising-smith-barney-summons-ghost-haughty-john-houseman.html%3Fscp%3D1%26sq%3DSmith%2520Barney%2520summons&rfr_id=info%3Asid%2Fen.wikipedia.org%3AMorgan+Stanley+Wealth+Management" class="Z3988"></span></span> </li> <li id="cite_note-businessweek1998-6"><span class="mw-cite-backlink">^ <a href="#cite_ref-businessweek1998_6-0"><sup><i><b>a</b></i></sup></a> <a href="#cite_ref-businessweek1998_6-1"><sup><i><b>b</b></i></sup></a> <a href="#cite_ref-businessweek1998_6-2"><sup><i><b>c</b></i></sup></a></span> <span class="reference-text"><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1238218222"><cite id="CITEREFBianco1998" class="citation news cs1">Bianco, Anthony (March 30, 1998). <a rel="nofollow" class="external text" href="https://archive.today/20121209025016/http://www.businessweek.com/archives/1998/b3571114.arc.htm">"Joe Plumeri: The Apostle of Life Insurance"</a>. <i><a href="/wiki/Business_Week" class="mw-redirect" title="Business Week">Business Week</a></i>. 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W. W. Norton & Company, 1999. p. 73</span> </li> </ol></div></div> <div class="mw-heading mw-heading2"><h2 id="External_links">External links</h2><span class="mw-editsection"><span class="mw-editsection-bracket">[</span><a href="/w/index.php?title=Morgan_Stanley_Wealth_Management&action=edit&section=5" title="Edit section: External links"><span>edit</span></a><span class="mw-editsection-bracket">]</span></span></div> <style data-mw-deduplicate="TemplateStyles:r1239009302">.mw-parser-output .portalbox{padding:0;margin:0.5em 0;display:table;box-sizing:border-box;max-width:175px;list-style:none}.mw-parser-output .portalborder{border:1px solid var(--border-color-base,#a2a9b1);padding:0.1em;background:var(--background-color-neutral-subtle,#f8f9fa)}.mw-parser-output .portalbox-entry{display:table-row;font-size:85%;line-height:110%;height:1.9em;font-style:italic;font-weight:bold}.mw-parser-output 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style="font-size:114%;margin:0 4em"><a href="/wiki/Morgan_Stanley" title="Morgan Stanley">Morgan Stanley</a></div></th></tr><tr><th scope="row" class="navbox-group" style="width:1%">Founders</th><td class="navbox-list-with-group navbox-list navbox-odd hlist" style="width:100%;padding:0"><div style="padding:0 0.25em"> <ul><li><a href="/wiki/Henry_Sturgis_Morgan" title="Henry Sturgis Morgan">Henry Sturgis Morgan</a></li> <li><a href="/wiki/Harold_Stanley" title="Harold Stanley">Harold Stanley</a></li></ul> </div></td><td class="noviewer navbox-image" rowspan="5" style="width:1px;padding:0 0 0 2px"><div><span typeof="mw:File"><a href="/wiki/File:Morgan_Stanley_Logo_1.svg" class="mw-file-description"><img src="//upload.wikimedia.org/wikipedia/commons/thumb/3/34/Morgan_Stanley_Logo_1.svg/140px-Morgan_Stanley_Logo_1.svg.png" decoding="async" width="140" height="35" class="mw-file-element" srcset="//upload.wikimedia.org/wikipedia/commons/thumb/3/34/Morgan_Stanley_Logo_1.svg/210px-Morgan_Stanley_Logo_1.svg.png 1.5x, //upload.wikimedia.org/wikipedia/commons/thumb/3/34/Morgan_Stanley_Logo_1.svg/280px-Morgan_Stanley_Logo_1.svg.png 2x" data-file-width="384" data-file-height="96" /></a></span></div></td></tr><tr><th scope="row" class="navbox-group" style="width:1%">Notable<br />executives</th><td class="navbox-list-with-group navbox-list navbox-odd hlist" style="width:100%;padding:0"><div style="padding:0 0.25em"></div><table class="nowraplinks navbox-subgroup" style="border-spacing:0"><tbody><tr><th scope="row" class="navbox-group" style="width:1%">Current</th><td class="navbox-list-with-group navbox-list navbox-even" style="width:100%;padding:0"><div style="padding:0 0.25em"> <ul><li><a href="/wiki/James_P._Gorman" title="James P. Gorman">James P. Gorman</a> (Executive Chairman)</li> <li><a href="/wiki/Ted_Pick" title="Ted Pick">Ted Pick</a> (CEO)</li> <li><a href="/wiki/Robert_A._Kindler" title="Robert A. Kindler">Robert A. Kindler</a></li> <li><a href="/wiki/Ruchir_Sharma" title="Ruchir Sharma">Ruchir Sharma</a></li> <li><a href="/wiki/Thomas_Nides" class="mw-redirect" title="Thomas Nides">Thomas Nides</a></li> <li><a href="/wiki/Wei_Christianson" title="Wei Christianson">Wei Christianson</a></li></ul> </div></td></tr><tr><th scope="row" class="navbox-group" style="width:1%">Former</th><td class="navbox-list-with-group navbox-list navbox-odd" style="width:100%;padding:0"><div style="padding:0 0.25em"> <ul><li><a href="/wiki/Barton_Biggs" title="Barton Biggs">Barton Biggs</a></li> <li><a href="/wiki/Colm_Kelleher" title="Colm Kelleher">Colm Kelleher</a></li> <li><a href="/wiki/John_J._Studzinski" title="John J. Studzinski">John J. Studzinski</a></li> <li><a href="/wiki/Kasim_Kutay" title="Kasim Kutay">Kasim Kutay</a></li> <li><a href="/wiki/Mitchell_M._Merin" title="Mitchell M. Merin">Mitchell M. Merin</a></li> <li><a href="/wiki/Philip_J._Purcell" title="Philip J. Purcell">Philip J. Purcell</a></li> <li><a href="/wiki/Robert_F._Greenhill" title="Robert F. Greenhill">Robert F. Greenhill</a></li> <li><a href="/wiki/Robert_Scott_(businessman,_born_1946)" title="Robert Scott (businessman, born 1946)">Robert Scott</a></li> <li><a href="/wiki/Ruth_Porat" title="Ruth Porat">Ruth Porat</a></li> <li><a href="/wiki/S._Parker_Gilbert" title="S. Parker Gilbert">S. Parker Gilbert</a></li> <li><a href="/wiki/Stephen_S._Roach" title="Stephen S. Roach">Stephen S. Roach</a></li> <li><a href="/wiki/Vikram_Pandit" title="Vikram Pandit">Vikram Pandit</a></li></ul> </div></td></tr></tbody></table><div></div></td></tr><tr><th scope="row" class="navbox-group" style="width:1%">Subsidiaries</th><td class="navbox-list-with-group navbox-list navbox-odd hlist" style="width:100%;padding:0"><div style="padding:0 0.25em"></div><table class="nowraplinks navbox-subgroup" style="border-spacing:0"><tbody><tr><th scope="row" class="navbox-group" style="width:1%">Current</th><td class="navbox-list-with-group navbox-list navbox-even" style="width:100%;padding:0"><div style="padding:0 0.25em"> <ul><li><a href="/wiki/E-Trade" title="E-Trade">E-Trade</a></li> <li><a href="/wiki/Eaton_Vance" title="Eaton Vance">Eaton Vance</a></li> <li><a class="mw-selflink selflink">Smith Barney</a></li></ul> </div></td></tr><tr><th scope="row" class="navbox-group" style="width:1%">Former</th><td class="navbox-list-with-group navbox-list navbox-odd" style="width:100%;padding:0"><div style="padding:0 0.25em"> <ul><li><a href="/wiki/Metalmark_Capital" title="Metalmark Capital">Metalmark Capital</a></li> <li><a href="/wiki/MSCI" title="MSCI">MSCI</a></li> <li><a href="/wiki/PDT_Partners" title="PDT Partners">PDT Partners</a></li></ul> </div></td></tr></tbody></table><div></div></td></tr><tr><th scope="row" class="navbox-group" style="width:1%">Historical components</th><td class="navbox-list-with-group navbox-list navbox-even hlist" style="width:100%;padding:0"><div style="padding:0 0.25em"> <ul><li><a href="/wiki/Dean_Witter_Reynolds" title="Dean Witter Reynolds">Dean Witter Reynolds</a></li> <li><a href="/wiki/Morgan,_Harjes_%26_Co." title="Morgan, Harjes & Co.">Morgan, Harjes & Co.</a></li></ul> </div></td></tr><tr><th scope="row" class="navbox-group" style="width:1%">Buildings</th><td class="navbox-list-with-group navbox-list navbox-odd hlist" style="width:100%;padding:0"><div style="padding:0 0.25em"> <ul><li><a href="/wiki/1585_Broadway" title="1585 Broadway">Morgan Stanley Building</a></li> <li><a href="/wiki/Morgan_Stanley_Children%27s_Hospital" title="Morgan Stanley Children's Hospital">Morgan Stanley Children's Hospital</a></li></ul> </div></td></tr></tbody></table></div> <div class="navbox-styles"><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1129693374"><link rel="mw-deduplicated-inline-style" href="mw-data:TemplateStyles:r1236075235"></div><div role="navigation" class="navbox authority-control" aria-labelledby="Authority_control_databases_frameless&#124;text-top&#124;10px&#124;alt=Edit_this_at_Wikidata&#124;link=https&#58;//www.wikidata.org/wiki/Q448532#identifiers&#124;class=noprint&#124;Edit_this_at_Wikidata" style="padding:3px"><table class="nowraplinks hlist mw-collapsible autocollapse navbox-inner" style="border-spacing:0;background:transparent;color:inherit"><tbody><tr><th scope="col" class="navbox-title" colspan="2"><div id="Authority_control_databases_frameless&#124;text-top&#124;10px&#124;alt=Edit_this_at_Wikidata&#124;link=https&#58;//www.wikidata.org/wiki/Q448532#identifiers&#124;class=noprint&#124;Edit_this_at_Wikidata" style="font-size:114%;margin:0 4em"><a href="/wiki/Help:Authority_control" title="Help:Authority control">Authority control databases</a> <span class="mw-valign-text-top noprint" typeof="mw:File/Frameless"><a href="https://www.wikidata.org/wiki/Q448532#identifiers" title="Edit this at Wikidata"><img alt="Edit this at Wikidata" src="//upload.wikimedia.org/wikipedia/en/thumb/8/8a/OOjs_UI_icon_edit-ltr-progressive.svg/10px-OOjs_UI_icon_edit-ltr-progressive.svg.png" decoding="async" width="10" height="10" class="mw-file-element" srcset="//upload.wikimedia.org/wikipedia/en/thumb/8/8a/OOjs_UI_icon_edit-ltr-progressive.svg/15px-OOjs_UI_icon_edit-ltr-progressive.svg.png 1.5x, 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States</a></span></li></ul></div></td></tr></tbody></table></div>    </div><noscript><img src="https://login.wikimedia.org/wiki/Special:CentralAutoLogin/start?type=1x1" alt="" width="1" height="1" style="border: none; position: absolute;"></noscript> <div class="printfooter" data-nosnippet="">Retrieved from "<a dir="ltr" href="https://en.wikipedia.org/w/index.php?title=Morgan_Stanley_Wealth_Management&oldid=1244042710">https://en.wikipedia.org/w/index.php?title=Morgan_Stanley_Wealth_Management&oldid=1244042710</a>"</div></div> <div id="catlinks" class="catlinks" data-mw="interface"><div id="mw-normal-catlinks" class="mw-normal-catlinks"><a href="/wiki/Help:Category" title="Help:Category">Categories</a>: <ul><li><a href="/wiki/Category:Investment_management_companies_of_the_United_States" title="Category:Investment management companies of the United States">Investment management companies of the United States</a></li><li><a href="/wiki/Category:Citigroup" 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