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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 Computer Software
UC
Verified User in Computer Software
12/28/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Shareworks - Mobile Friendly

Shareworks gives you a clear view into what kind of stock you own for your company and how to exercise your options
Verified User in Computer Software
UC
Verified User in Computer Software
09/23/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Shareworks for pre-IPO options

Clean UI, easy navigation & self-service
Verified User in Computer Software
UC
Verified User in Computer Software
06/27/2021
Validated Reviewer
Verified Current User
Review source: Organic

A solid tool for tracking RSU's

Intuitive, easy-to-use interface that shows pending anniversary dates. Easy secure access through our OKTA single sign on the platform makes it easy access on any device. Also gives easy access to stock RSU grant documents.

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