Top Content Curve
The Sade Group
at Morgan Stanley Smith Barney
Consulting Group
729 South Federal Hwy
Suite 300
Stuart, FL 34994
tel: 772-223-3240
toll free: 800-325-0038
fax: 772-286-6175
[Click to enlarge]
Email Us
Welcome Meet Our Group
Welcome

Whether you are a private individual or an institutional trustee, the complexity of today’s capital markets heighten the need for professional, experienced investment advice. The Certified Investment Management AnalystSM (CIMA) certification/designation is earned by only those Financial Advisors that have completed an extensive training course and a rigorous exam. CIMA® advisors can assist you in establishing suitable objectives, developing appropriate investment strategies and selecting appropriate investment options. To work with a professional who has earned the certification that represents the experience and knowledge you need in today’s environment, please contact us.
Bulletin Board
  • If you would like us to review your retirement planning strategy, please speak with us.
  • Request a free Comprehensive Financial Plan by clicking on Request Appointment.
  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
FEATURED REPORTS

Recessions and Bear Markets (pdf)

Equity Market Daily (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]