Morgan Stanley Wealth Management

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General Info

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 securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains a location in Carlsbad, Calif.

Extra Phones

Phone: (760) 602-3558

TollFree: (833) 733-5879

Neighborhood

Carlsbad

AKA

GenBridge Wealth Management Group-Morgan Stanley

Other Links

https://advisor.morganstanley.com/armada-wealth-management

https://advisor.morganstanley.com/genbridge-wealth-management-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: (760) 931-4600

Address: 5796 Armada Dr, Carlsbad, CA 92008

Website: https://advisor.morganstanley.com/armada-wealth-management