Morgan Stanley Wealth Management Overview

  • Founded
  • 2009
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • 2ndary - Private
  • Financing Rounds
  • 3
  • Investments
  • 8

Morgan Stanley Wealth Management General Information

Description

Provider of financial services. The company offers wealth management, financial advisory and brokerage services.

Contact Information

Formerly Known As
Morgan Stanley Smith Barney
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Investment Banks
Other Industries
Other Capital Markets/Institutions
Acquirer
Primary Office
  • 1585 Broadway
  • New York, NY 10036
  • United States
+1 (212) 000-0000
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Morgan Stanley Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Morgan Stanley Wealth Management Patents

Morgan Stanley Wealth Management Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-8756098-B1 Evaluating money managers based on ability to outperform indexes and peers Active 16-Sep-2013 000000000 00
US-20140011972-A1 Carbocatalysts for polymerization Abandoned 08-Feb-2011 00000000 0
JP-2014508829-A Carbon catalysts for polymerization Pending 08-Feb-2011 00000000
EP-2673303-A2 Carbocatalysts for polymerization Withdrawn 08-Feb-2011 00000000
CA-2824428-A1 Carbocatalysts for polymerization Abandoned 08-Feb-2011 C08F4/00

Morgan Stanley Wealth Management Executive Team (84)

Name Title Board Seat Contact Info
James Tracy Chief Operating Officer
David Bokman JD Managing Director and Head of UHNW Resources
David Jarach Managing Director and Northeast Regional Manager
Eric Benedict Managing Director
James Mahon Managing Director
You’re viewing 5 of 84 executive team members. Get the full list »

Morgan Stanley Wealth Management Board Members (3)

Name Representing Role Since
00000 000000 Morgan Stanley Wealth Management Vice Chairwoman, Global Wealth Management and Senior Client Advisor 000 0000
0000000 00000 Morgan Stanley Wealth Management Vice Chairwoman & Chief Risk Officer 000 0000
0000000 000000 Self Managing Director & Board Member 000 0000
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Morgan Stanley Wealth Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Morgan Stanley Wealth Management Investments & Acquisitions (8)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 30-Sep-2016 0000 Business/Productivity Software
000 0000 19-Nov-2010 0000 00.000 Gold Mining
00000 0000000 21-Sep-2010 00 0000000 00.000 Energy Traders and Brokers
0000000 00000 13-Jan-2009 0000000000 Investment Banks
China Yida Holding 05-Sep-2008 PE Growth/Expansion Media and Information Services (B2B)
You’re viewing 5 of 8 investments and acquisitions. Get the full list »

Morgan Stanley Wealth Management Subsidiaries (1)

Company Name Industry Location Founded
000000 0000000 000 Investment Advisor New York, NY 0000
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Morgan Stanley Wealth Management Exits (5)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000000 30-Sep-2016 0000 Completed
  • 8 buyers
00000 0000000 21-Sep-2010 00 000000000000000 00.000 Completed
  • 3 buyers
00000 0000 0000000 05-Sep-2008 00 000000000000000 Completed
  • 6 buyers
00000 05-Oct-2000 00000 00000 00 00.000 Completed
  • 4 buyers
Hughes Broadcasting Partners 01-Jun-1991 Platform Creation Completed
  • 2 buyers
To view Morgan Stanley Wealth Management’s complete exits history, request access »