Michael King
Managing Director, Wealth Management, Financial Advisor
Phone:
(412) 392-1707(412) 392-1707
Industry Award WinnerOur Mission Statement
We provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan.
Our Story and Services
Mike has been dedicated to helping his clients plan and achieve their financial goals since 1983. With 42 years of experience in the financial services industry, Mike worked at Wells Fargo Advisors and its predecessor firms starting in 1999 before moving to Morgan Stanley in 2025. Mike's devotion and enthusiasm for financial service has earned him constructive recognition by Barron's Magazine, as they have previously invited him to be a speaker on the stage at their annual summit. In addition, Mike has been listed as a “Forbes Best-in-State Wealth Advisor” every year since 2020.
Mike and his team focus the advisory practice around the creation, management, and preservation of the wealth of their clients. The team utilizes a client-centric approach to assist in developing prudent, long-term investment portfolios that emphasize asset allocation and diversification. These carefully constructed portfolios are guided by continuous reviews to help adapt to various fluctuations and changes in the financial markets, aiming to help client investment needs. Mike's goal is to establish life-long client relationships that are built on a foundation of trust and client satisfaction.
As a 1982 Allegheny College graduate, Mike has earned a degree in economics. Mike is deeply involved in the Pittsburgh community, serving as an active member and former board member of Orchard Hill Church in Wexford, Pennsylvania. Mike has participated in several charitable fundraisers over the years. One of the most notable events is America's Most Beautiful Ride in Lake Tahoe, California. For 13 years, Mike cycled in the event for the Leukemia Society, for which he raised over $78,000.
Mike and his team focus the advisory practice around the creation, management, and preservation of the wealth of their clients. The team utilizes a client-centric approach to assist in developing prudent, long-term investment portfolios that emphasize asset allocation and diversification. These carefully constructed portfolios are guided by continuous reviews to help adapt to various fluctuations and changes in the financial markets, aiming to help client investment needs. Mike's goal is to establish life-long client relationships that are built on a foundation of trust and client satisfaction.
As a 1982 Allegheny College graduate, Mike has earned a degree in economics. Mike is deeply involved in the Pittsburgh community, serving as an active member and former board member of Orchard Hill Church in Wexford, Pennsylvania. Mike has participated in several charitable fundraisers over the years. One of the most notable events is America's Most Beautiful Ride in Lake Tahoe, California. For 13 years, Mike cycled in the event for the Leukemia Society, for which he raised over $78,000.
Services Include
- Business PlanningFootnote1
- Alternative InvestmentsFootnote2
- Asset Management
- Business Succession PlanningFootnote3
- Estate Planning StrategiesFootnote4
- Executive Financial ServicesFootnote5
- Financial PlanningFootnote6
- Professional Portfolio ManagementFootnote7
- Retirement PlanningFootnote8
- Wealth ManagementFootnote9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
INDIVIDUAL PLANS FOR INDIVIDUALS LIKE YOU
Goals you set today will evolve over time. Our process is designed to evolve with your goals and with the changing circumstances of your life. Holistic in its approach, our planning process will encompass all the elements of your financial and personal life, making sure they align with your current and future goals and priorities.
LifeView Intelligent Planning
LifeView is a suite of planning tools that includes goal-specific analysis that I can use with my clients to create a holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.
LifeView Sample Plan
Goals Planning System
Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.
Goals-Based Planning
Portfolio Risk Platform
Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio’s exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.
Portfolio Risk Platform
CashPlus: A Modern Alternative to Banking
With a CashPlus brokerage account, you can manage your cash and get more value, more protection, and a seamless digital experience. Click the link below to learn more.
CashPlus: Cash Management Account
Lending and Cash Management
We recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
Cash Management and Lending Solutions
Intelligent Withdrawals
Intelligent Withdrawal gives us the ability to look across multiple accounts and products to identify the right combination of securities and tax lots to sell so you can help meet spending needs while making the most out of your hard-earned money.
Watch VideoPURSUING YOUR GOALS, TOGETHER
When you invest in your workforce, you empower it too. I can help deliver workplace financial solutions that can help employees build financial well-being.
Executive Financial Services
Empower your leaders to manage their equity compensation and complex financial needs with a dedicated Executive Services Relationship Manager.
Executive Services
Pre-Liquidity Planning
If your company is going through a liquidity event, some advance planning on your part may help you get the most out of your equity compensation.
What to Expect When You’re Expecting to Go Public
Equity Award Analysis
Equity awards are a recognition of hard work. Leveraging an innovative analysis platform, our team provides strategy and perspective to help your leaders maximize the impact of their equity.
Equity Award Services
Concentrated Stock and Options Analysis
Designed for executives who have significant wealth in stock and options of their company, the Concentrated Stock and Options Analysis illustrates various valuations of holdings as well as hypothetical diversification scenarios.
Stock Options 101: The Essentials
10b5-1 Plans
As a corporate executive, you may be aware of material non-public information at any time and can also face company-imposed quarterly or specific blackout periods restricting market access to trading your company stock. A 10b5-1 plan is designed to address these issues. By utilizing a 10b5-1 plan, you can gain an affirmative defense against claims of insider trading. Your plan can include tailored trading schedules that coordinates with your personal need for liquidity and your own timing requirements.
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Family Office Resources
Morgan Stanley Family Office Resources provides specialized, technical expertise to select clients across a broad range of family wealth management issues. Our core capabilities span three complimentary areas of focus including Governance & Legacy, Wealth Strategies and Signature Access.
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Advice and Solutions
Our clients benefit from access to the intellectual capital of our Global Investment Committee, a group of leading market thinkers uniquely dedicated to providing high-quality, industry-leading investment ideas to Wealth Management clients.
Morgan Stanley Ideas
Estate Planning
We work with you to explore factors that are relevant to existing or future estate structures. We will discuss different tax and estate planning strategies and collaborate with your external tax and legal advisors to create a plan that reflects your desires during and after your lifetime.
Estate Planning Essentials: A GuideFinancial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that's adaptable to the different stages of your life using our award-winning tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Morgan Stanley at Work
Whether you're a global corporation or a growing start-up, we understand your needs and offer tailored solutions and technology to help meet them.
MS at Work
Cybersecurity
Your security is our top priority. Morgan Stanley proactively defends our systems and monitors our digital landscapes to anticipate issues before they arise and responds appropriately when they do. The Firm is actively supporting a multitude of layers of security. Read more about the cybersecurity resources used by the firm below.
Security Center
Tax Management Services
Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.
Tax-Smart Investing: Total Tax 365EVERYTHING YOU NEED, ALL IN ONE PLACE
As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
View Account
Spending and Budgeting Tool
This tool allows you to set budget goals for each spending category and will send you alerts when you are at risk of exceeding the amount, or when you have met your monthly budget goals. It even tracks your non-Morgan Stanley accounts, helps you to set goals to improve your financial picture, and can be shared with your Financial Advisor as part of their review of your complete financial picture.
Spending and Budgeting Tool Factsheet
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
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eDelivery
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Digital Vault
Digital Vault lets you easily and conveniently manage and share life's most important documents, such as financial statements, authorizations, tax filings, and other relevant files.
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Morgan Stanley Mobile App
Securely access your Morgan Stanley account from virtually anywhere. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. From there you will have a resource of MSO on the go.
Learn MoreLocation
One PPG Place
Suite 1300
Pittsburgh, PA 15222
US
Direct:
(412) 392-1707(412) 392-1707
Meet King, King, and Kaz Wealth Management Group
Joshua King
Associate
Phone:
(412) 392-1708(412) 392-1708
Peter Kazmierczak, CFP
Associate
Phone:
(412) 392-1709(412) 392-1709
About Me
Mike has been dedicated to helping his clients plan and achieve their financial goals since 1983. With 42 years of experience in the financial services industry, Mike worked at Wells Fargo Advisors and its predecessor firms starting in 1999 before moving to Morgan Stanley in 2025. Mike's devotion and enthusiasm for financial service has earned him constructive recognition by Barron's Magazine, as they have previously invited him to be a speaker on the stage at their annual summit. In addition, Mike has been listed as a “Forbes Best-in-State Wealth Advisor” every year since 2020.
Mike and his team focus the advisory practice around the creation, management, and preservation of the wealth of their clients. The team utilizes a client-centric approach to assist in developing prudent, long-term investment portfolios that emphasize asset allocation and diversification. These carefully constructed portfolios are guided by continuous reviews to help adapt to various fluctuations and changes in the financial markets, aiming to help client investment needs. Mike's goal is to establish life-long client relationships that are built on a foundation of trust and client satisfaction.
As a 1982 Allegheny College graduate, Mike has earned a degree in economics. Mike is deeply involved in the Pittsburgh community, serving as an active member and former board member of Orchard Hill Church in Wexford, Pennsylvania. Mike has participated in several charitable fundraisers over the years. One of the most notable events is America's Most Beautiful Ride in Lake Tahoe, California. For 13 years, Mike cycled in the event for the Leukemia Society, for which he raised over $78,000.
Mike and his team focus the advisory practice around the creation, management, and preservation of the wealth of their clients. The team utilizes a client-centric approach to assist in developing prudent, long-term investment portfolios that emphasize asset allocation and diversification. These carefully constructed portfolios are guided by continuous reviews to help adapt to various fluctuations and changes in the financial markets, aiming to help client investment needs. Mike's goal is to establish life-long client relationships that are built on a foundation of trust and client satisfaction.
As a 1982 Allegheny College graduate, Mike has earned a degree in economics. Mike is deeply involved in the Pittsburgh community, serving as an active member and former board member of Orchard Hill Church in Wexford, Pennsylvania. Mike has participated in several charitable fundraisers over the years. One of the most notable events is America's Most Beautiful Ride in Lake Tahoe, California. For 13 years, Mike cycled in the event for the Leukemia Society, for which he raised over $78,000.
Securities Agent: UT, KS, ND, KY, AR, AK, WV, VT, TX, OR, NC, TN, NY, AL, AZ, MI, MD, LA, IL, IA, DC, CT, CA, FL, NJ, DE, OH, MT, CO, NH, MS, GA, VA, PA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
About Joshua King
Josh joined Morgan Stanley in 2025, serving as the lead investment planning professional on the team. Prior to joining Morgan Stanley, Josh served as a Financial Consultant at Wells Fargo Advisors providing financial advice to High Net Worth families. Josh began his career in Wealth Management Industry in 2014 at Wells Fargo Advisors and later joined Merrill Lynch’s Financial Advisor Development Program in which Josh was able to refine his Financial Planning expertise.
Josh graduated from Liberty University in May 2016 with Cum Laude Honors, earning a bachelor's degree in Financial Planning. During his time at Liberty University, Josh was a member of their ice hockey team. Along with being a student-athlete, Josh was actively involved with his financial planning-related curriculum and attended the Kingdom Advisors Conference in Orlando, Florida.
Josh grew up in the North Pittsburgh area, and currently resides in Butler, PA. In his free time, Josh loves to spend time outdoors and is an avid sportsman. Josh is a lifetime member of Backcountry Hunters and Anglers and fills his weekends with family outings, hiking, hunting, hockey and being active members of Community Alliance Church in Butler. Josh’s greatest joy is his wife Alison, and two children, Bailey & Brooks.
Josh graduated from Liberty University in May 2016 with Cum Laude Honors, earning a bachelor's degree in Financial Planning. During his time at Liberty University, Josh was a member of their ice hockey team. Along with being a student-athlete, Josh was actively involved with his financial planning-related curriculum and attended the Kingdom Advisors Conference in Orlando, Florida.
Josh grew up in the North Pittsburgh area, and currently resides in Butler, PA. In his free time, Josh loves to spend time outdoors and is an avid sportsman. Josh is a lifetime member of Backcountry Hunters and Anglers and fills his weekends with family outings, hiking, hunting, hockey and being active members of Community Alliance Church in Butler. Josh’s greatest joy is his wife Alison, and two children, Bailey & Brooks.
About Peter Kazmierczak
Peter became part of the Morgan Stanley team in 2025. As a CERTIFIED FINANCIAL PLANNER® professional, Peter is passionate about helping individuals and families achieve their financial goals with confidence and clarity.
Prior to Morgan Stanley, Peter worked as an Investment Advisor at Sandhill Investment Management, as well as a Senior Portfolio Manager at a large Registered Investment Advisory firm in the Western New York Area. In his role, he was responsible for spearheading the firm’s comprehensive financial planning capabilities alongside portfolio management for direct clients as well as OCIO clients. Peter also has experience working for a global asset management firm in New York City where he was the Product Specialist for two of the firm’s equity strategies. In this role, he partnered with both the Investment Team and the Distribution team to drive success in new business growth and the existing client base.
A graduate of Liberty University, Peter received his Bachelor’s degree in Financial Planning in 2016 before earning his MBA in 2017. During his time at Liberty, Peter earned Academic All-American status while serving as the captain of Liberty’s college hockey team.
Outside of the office, Peter remains active in serving USA Hockey in WNY and has found a new passion for the practice of yoga. Peter currently resides in Amherst with his wife, Jessica, and their golden retriever, Fred.
Prior to Morgan Stanley, Peter worked as an Investment Advisor at Sandhill Investment Management, as well as a Senior Portfolio Manager at a large Registered Investment Advisory firm in the Western New York Area. In his role, he was responsible for spearheading the firm’s comprehensive financial planning capabilities alongside portfolio management for direct clients as well as OCIO clients. Peter also has experience working for a global asset management firm in New York City where he was the Product Specialist for two of the firm’s equity strategies. In this role, he partnered with both the Investment Team and the Distribution team to drive success in new business growth and the existing client base.
A graduate of Liberty University, Peter received his Bachelor’s degree in Financial Planning in 2016 before earning his MBA in 2017. During his time at Liberty, Peter earned Academic All-American status while serving as the captain of Liberty’s college hockey team.
Outside of the office, Peter remains active in serving USA Hockey in WNY and has found a new passion for the practice of yoga. Peter currently resides in Amherst with his wife, Jessica, and their golden retriever, Fred.
Contact Michael King
Awards and Recognition
Forbes Best-In-State Wealth Advisors
Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
John Lamberson III
Senior Vice President, Financial Advisor, Portfolio Management Director, Family Wealth Director
Darren Morningstar, CFP®
Senior Vice President, Financial Advisor
Jack Payne
Financial Planning Director, Vice President
About Jack Payne
Jack Payne is a vice president and financial planning director serving Morgan Stanley’s Wealth Management offices in northern Ohio and western Pennsylvania. Jack is responsible for helping financial advisors with their clients’ and prospects’ comprehensive financial planning needs.
Jack began his career in financial services in 1986 and joined Morgan Stanley in 2025. Prior to his current position, Jack was a managing director with PNC Capital Markets LLC and has over 15 years of comprehensive financial planning and wealth management experience as well as experience in corporate treasury, commercial lending and investment banking, including work with closely controlled privately held organizations. Jack has a BS in Finance with an Economics minor from Pennsylvania State University and an MBA in Finance and Entrepreneurship from the University of Rochester. Jack is a chartered financial analyst and CERTIFIED FINANCIAL PLANNER®. Jack lives in Sewickley, PA, with his wife Kelly. Jack enjoys golf, skiing, open water swimming and plays trumpet.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning, and other legal matters.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC# 4746687 08/2025
Jack began his career in financial services in 1986 and joined Morgan Stanley in 2025. Prior to his current position, Jack was a managing director with PNC Capital Markets LLC and has over 15 years of comprehensive financial planning and wealth management experience as well as experience in corporate treasury, commercial lending and investment banking, including work with closely controlled privately held organizations. Jack has a BS in Finance with an Economics minor from Pennsylvania State University and an MBA in Finance and Entrepreneurship from the University of Rochester. Jack is a chartered financial analyst and CERTIFIED FINANCIAL PLANNER®. Jack lives in Sewickley, PA, with his wife Kelly. Jack enjoys golf, skiing, open water swimming and plays trumpet.
DISCLOSURE:
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning, and other legal matters.
© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC# 4746687 08/2025
Morgan Stanley Wealth Management Financial Advisers can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area, and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms “Partner” or “Strategic Partner” and/or “Partnership” or “Strategic Partnership” are used as terms of art and not used to imply or connote any legal relationship.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Ready to start a conversation? Contact King, King, and Kaz Wealth Management Group today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
7Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 3582895 (6/2024)
