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Type	Result	AUM

Morgan Stanley Smith Barney LLC ✚
CRD #	149777
SEC #	801-70103
CIK #	0001466170
AUM	1,961.89 B (2026-06-30)
Employees	29,481 (44% Investors, 92% Brokers)
Phone	914-225-5510
Address	2000 Westchester Avenue Purchase, NY 10577-2530
Source	[IAPD] [EDGAR] [Website]

Total AUM ($B) Copy

In the News
Thu, 09 Jul 2026	Morgan Stanley Smith Barney (BBCP) files Form 144; Brent Stevens recorded June sales — Stock Titan
Wed, 08 Jul 2026	Morgan Stanley Smith Barney (TEM) files resale notice for 33,284 shares — Stock Titan
Thu, 02 Jul 2026	Morgan Stanley Smith Barney (NASDAQ: MLKN) files Form 144 sale notice — Stock Titan
Wed, 01 Jul 2026	Morgan Stanley Smith Barney files notice to sell 15,321 shares (OOMA) — Stock Titan
Fri, 15 May 2026	Federal judge dismisses Eltek manipulation lawsuit against Morgan Stanley Smith Barney — InvestmentNews

Sector	Form 13F Holdings	Value ($T)
	Apple Inc	0.1
	Nvidia Corp	0.1
	Microsoft Corp	0.0
	Amazon Com Inc	0.0
	Alphabet Inc	0.0
	Broadcom Inc	0.0
	Facebook Inc	0.0
	Alphabet Inc	0.0
	J P Morgan Chase & Co	0.0
	Tesla Motors Inc	0.0
View All

Holdings by Sector ($T)

Firm Profile (Form ADV)
Discretionary AUM	$247.1B
Clients	416,984 (1 non-US)
Serves	Institutional, Retail, Research
LEI	7PDDXEMZ0ZV0CEDU4D16

Related Firms	State	AUM
Morgan Stanley Smith Barney LLC ✚	NY	1,961.89 B
Morgan Stanley Investment Management Inc ✚	NY	702.25 B
Morgan Stanley Investment Management Limited ✚		174.54 B
Morgan Stanley AIP GP LP ✚	PA	40.85 B
MS Capital Partners Adviser Inc ✚	NY	38.76 B
Morgan Stanley Infrastructure Inc ✚	NY	15.97 B
MSREF Real Estate Advisor Inc ✚	NY	15.77 B
Morgan Stanley Investment Management Company ✚		10.94 B
Morgan Stanley Private Equity Asia Inc ✚	NY	1,864.3 M
MSRESS III Manager LLC ✚	NY	39.6 M
Morgan Stanley Smith Barney Venture Services LLC ✚	NY
MSREF V LLC ✚	NY
Morgan Stanley Real Estate Advisor Inc ✚	NY

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