Morgan Stanley is not affiliated with Coalition Greenwich. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Investment performance is not a criterion. Source: Barron's.com (March 2021) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2021. 2023 Morgan Stanley Smith Barney LLC. The risk associated with a change in market interest rates and the associated change in the price of a security. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Investment performance is not a criterion. Investment performance is not a criterion. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This award was issued in 2022 and based on the evaluation process below. Calculated by Lipper, Inc. and includes all funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a 3-year weighted basis) less than 250% of the dollar-weighted median of the smallest 500 of the middle 1,000 securities of S&P SuperComposite 1500 Index. This ranking is not indicative of the Financial Advisors future performance. Weighted average of the interest rates on the bonds the issuers promise to pay the fund if held to maturity, expressed as a percentage of face value. Securities Agent: PR, UT, NH, NY, ID, WY, WA, VA, TX, TN, SD, PA, OR, OH, NV, NM, NJ, NC, MO, MI, MD, MA, KY, IL, HI, GA, FL, DE, DC, CT, CO, CA, AZ, MN; General Securities Representative; Investment Advisor Representative. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Source: Washingtonian, November 2012.