Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. For more on methodology please go to www.ft.com/reports.The Financial Times Top 400 Financial Advisors is an independent listing produced annually by the Financial Times (March 2017). The rating is not indicative of the Financial Advisor’s future performance. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Investment performance is not a criterion. Data as of 3/31/20. The rating is not indicative of the Financial Advisor’s future performance.

The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. As a Morgan Stanley Senior Portfolio Manager, he manages equities on a discretionary basis for clients who prefer not to make their own investment decisions. Ask John L Carty or our advisors a question, view John L Carty's ratings, experience, qualifications, primary clients, articles or publications, professional designations, membership associations, firm …

Barron’s Top 50 Private Wealth Teams bases its ranking on a variety of factors, including their size and shape, the regulatory records, and credentials of their members and the resources they have at their disposal to serve their client bases. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. NAPA’s “Top DC Advisor Teams,” unlike other lists, recognizes firms, or what may, in a wirehouse environment, be referred to as a team, or office, for their defined contribution (DC) practice specifically. Nominated advisors are then asked to complete an extensive survey. For more information: America's Top Wealth Advisors (Forbes.com, September 2018). The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. The rating is not indicative of the Financial Advisor’s future performance. For more information see www.SHOOKresearch.com.Source: Forbes.com (May 2018). ; and quantitative criteria, such as assets under management and revenue generated for their firms. For more information on the award, go to http://www.aspa.org. The rating is not indicative of the Financial Advisor’s future performance. The ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. For more information see www.SHOOKresearch.com.Source: Forbes.com (May 2018). Finalists are entitled to receive paid airfare, conference registration, and three nights’ hotel accommodations to The ASPPA 401(k) SUMMIT. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures and the FT’s research. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron's in exchange for the rating. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Investment performance is not a criterion.

This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Firms review and approve nominations of individuals who match the ASPPA Award criteria.

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Barron’s in exchange for the rating. Investment performance is not a criterion. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. NAPA’s Top DC Advisor Firms, unlike other lists, recognizes firms, or what may, in a wirehouse environment, be referred to as a team, or office, for their defined contribution (DC) practice specifically.

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