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  2. Morgan Stanley - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley

    Overview. Morgan Stanley is a financial services corporation that, through its affiliates and subsidiaries, advises, and originates, trades, manages, and distributes capital for institutions, governments, and individuals. The company operates in three business segments: Institutional Securities, Wealth Management, and Investment Management.

  3. Dean Witter Reynolds - Wikipedia

    en.wikipedia.org/wiki/Dean_Witter_Reynolds

    Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company's acquisition, it was among the largest firms in the securities industry with over 9,000 account executives (ranking third in the US in 1996) and was among the largest members of the New York Stock Exchange.

  4. Morgan Stanley Wealth Management - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley_Wealth...

    Website. www .morganstanleyindividual .com. Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley . On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to ...

  5. Recovery of funds from the Madoff investment scandal

    en.wikipedia.org/wiki/Recovery_of_funds_from_the...

    Madoff had no Individual Retirement Accounts, no 401(k), no Keogh plan, no other pension plan and no annuities. He owned less than a combined $200,000 in securities in Lehman Brothers, Morgan Stanley, Fidelity Investments, Bear Stearns, and M&T Bank. No offshore or Swiss bank accounts were listed.

  6. 6 Best Wealth Management Firms for 2024 - AOL

    www.aol.com/finance/6-best-wealth-management...

    Wells Fargo. Fidelity Investments. Charles Schwab. 1. Morgan Stanley. Morgan Stanley is one of the old guard of Wall Street, tracing its origins back to 1935. The company has a robust private ...

  7. James P. Gorman - Wikipedia

    en.wikipedia.org/wiki/James_P._Gorman

    2. Relatives. Katharine Williams (sister) James Patrick Gorman [1] AO (born July 14, 1958) [2] is an Australian-American businessman and financier. He has been executive chairman of Morgan Stanley since 2012, and was CEO of the firm from 2010 through 2023. Before becoming CEO, he was the co-president and co-head of strategic planning at the firm.

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