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Morgan Stanley Wealth Management

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Business Details

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Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid sized- businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides consumer banking and credit, corporate and investment banking, securities brokerage and wealth management services. Smith Barney maintains a location in Berkeley, Calif.
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TollFree: (800) 543-9087

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Neighborhood:
Downtown Berkeley
AKA:

Morgan Stanley Wealth Mgmt

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

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Morgan Stanley Wealth Management

1995 University Ave # 500BerkeleyCA 94704

(510) 644-4400

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Morgan Stanley Wealth Management

1995 University Ave # 500BerkeleyCA 94704

(510) 644-4400

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