Morgan Stanley Smith Barney, LLC
109 more advisory clients, 76 more other clients, 397 more Schedule C rows and 35 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- RED Spot Paint & Varnish Co., Inc. Retirement Income Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
- Independent Health Association Inc Defined Benefit Plan and Trust Investment adviser (plan)through Dec 31, 2025 Form 5500
- Local 734 Pension Fund Investment adviser (plan)through Sep 30, 2025 Form 5500
+109 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- Contractors Laborers Teamsters & Engineers Pension Plan Custodianthrough Dec 31, 2025
- Rochester Laborers Pension Fund Custodianthrough Dec 31, 2025
- Greenville Plumbers & Pipefitters Pension Fund Custodianthrough Jun 30, 2025
+76 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Contractors Laborers Teamsters & Engineers Pension Plan | 2025 | 15 19 27 33 49 50 64 71 72 99 | $406,926 | |
| Painters Union Pension Plan | 2025 | 27 50 | NONE KNOWN | $382,110 |
| Rochester Laborers Pension Fund | 2025 | 18 51 | NONE | $179,337 |
+397 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Morgan Stanley Global no longer appears on King & Spalding LLP Cash Balance Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Morgan Stanley Smith Barney LLC no longer appears on Painters Union Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2025Consultant changedinferenceIndependent Health Association Inc Defined Benefit Plan and TrustMorgan Stanley Smith Barney LLC appears on Independent Health Association Inc Defined Benefit Plan and Trust's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceUnited Assn of Journeymen Plumbers & Pipefitters Local 357 Pension PlanMorgan Stanley Global Operations no longer appears on United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceThe Retirement Plan of Rady Childrens Hospital and Health CenterGraystone/morgan Stanley Smith Bary appears on The Retirement Plan of Rady Childrens Hospital and Health Center's Schedule C as pension consultant (plan year 2024 vs 2023)with Morgan Stanley Smith Barney, LLCaskebsa.dol.gov
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.