Morgan Stanley Smith Barney

4 reviews

333 W San Carlos St Ste 1100

San Jose, CA 95110

Morgan Stanley Smith Barney is a financial services firm based in San Jose, CA, specializing in wealth management and investment advisory services for individuals and institutions.

With a focus on personalized financial planning and investment strategies, the company aims to help clients achieve their long-term financial goals through a range of tailored services and investment products.

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Reviews

2.04 reviews

Matthew M.

1/13/2011

Working with Ryan Seay. I was tentative at first because I like the idea of doing my own financial planning. But Ryan was really great to work with. I was referred to him from my neighbor, and...

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Rob J.

3/22/2013

I've been with Morgan Stanley for over 12 years, and just recently left the company to go with a personal financial adviser who is not tied to a brokerage. Here's the simple truth: 1. It doesn't...

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Gigi S.

3/1/2017

Finally took the plunge and left Morgan Stanley for another. Terrible, slow, unresponsive customer service. Way too many hidden details, lack of transparency.

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Linda D.

8/17/2011

The office in Palo Alto is very unprofessional . You can't reach them , they charge extra fees and only care about you if you have lots of money, DO NOT USE THEM UNLESS YOU ARE WEALTHY. Ms Dever

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