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Morgan Stanley Smith Barney

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33 reviews
  • 2 profiles
  • 3 categories
Average star rating
3.8
Serving customers since
1935

Profile Name

Star Rating

15
9
6
2
1

Morgan Stanley Smith Barney Reviews

Review Filters
Profile Name
Star Rating
15
9
6
2
1
Verified User in Business Supplies and Equipment
TB
Verified User in Business Supplies and Equipment
03/21/2018
Validated Reviewer
Review source: G2 invite
Incentivized Review

Good Customer Experience

Their dashboard provides our employees with clear visibility to their awards and an easy way to model transactions before they are executed.
Andrew S.
AS
Andrew S.
Corporate Controller specializing in Venture Capitalist backed Technology Startups helping build larger valuations
03/20/2018
Validated Reviewer
Review source: G2 invite
Incentivized Review

Easy to use Software our Employees Love

The Realtime access to Cap table information and ability to make changes on demand. 409A valuation and Stock Comp Expense are great features that reduce the legal/consulting fees more than the total cost of the software (at least for us). Employees now see there stock options and vesting which they appreciate. Great addition to my financial stack
Verified User in Telecommunications
IT
Verified User in Telecommunications
10/11/2017
Validated Reviewer
Review source: G2 invite
Incentivized Review

Solium CapMx work experience review

The simple process of its report extraction.

About

Contact

HQ Location:
New York, New York, United States

Social

@MorganStanley

What is Morgan Stanley Smith Barney?

Morgan Stanley Smith Barney LLC, a subsidiary of Morgan Stanley, is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. With a strong global presence, the firm serves a diverse client base, including corporations, governments, institutions, and individuals. The company is renowned for its broad capabilities in providing financial advice and solutions, employing a team of experienced financial advisors to deliver tailored strategies for clients.

Details

Year Founded
1935
Ownership
NYSE: MS