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Mark Curtis Named to The Financial Times' "Top 400 Financial Advisors"

Palo Alto, CA, April 15, 2014 – Graystone Consulting, a business of Morgan Stanley, announced today that Mark Curtis, an Institutional Consulting Director based in Palo Alto, has been named to The Financial Times’ 2014 list of America’s Top 400 Financial Advisors.

The “Financial Times’ Top 400 Financial Advisors” is a select group of individuals who have a minimum of $250 million in assets under management (AUM) and ten years of industry experience. Qualified Financial Advisors were scored on six attributes: AUM, AUM growth rate, compliance records, experience, industry certifications and online accessibility.  Financial Advisors also had to commit to complete anonymous quarterly sentiment surveys for the FT. 

“I am pleased that Mark is representing Graystone Consulting on this list,” commented Cira Nickerson, Complex Manager of Morgan Stanley’s Palo Alto office. “This is a well-deserved recognition of Mark’s experience, professionalism and dedication to the needs of his valued clients.” 

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Graystone Consulting, a business of Morgan Stanley Smith Barney LLC, provides a complete range of investment consulting services to institutional clients, which include corporations, endowments and foundations, health care organizations, insurance entities, state and local governments, Taft-Hartley funds and family offices. Tailored investment advice is delivered by Institutional Consulting Directors, experienced investment professionals who are backed by a dedicated consulting team and the broad resources of Morgan Stanley. For further information, please visit www.morganstanley.com/graystoneconsulting.

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.  The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries.  For further information about Morgan Stanley, please visit www.morganstanley.com.

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Source: The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2014). The FT 400 is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility.  The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance.  Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating.

©2014 Morgan Stanley Smith Barney LLC. Member SIPC.

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