Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Investment Management

Allison Stringer

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Investment Management.

About

About This Business

This company offers investment services. This company offers financial planning services.

Years in Business: 102

Business Details

BBB File Opened:
4/1/1994
Business Started:
1/1/1923
Business Started Locally:
1/1/1928
Alternate Names:
Morgan Stanley/Smith Barney
Morgan Stanley Smith Barney LLC
Morgan Stanley Wealth Mgmt
Business Management:
Guy Dietrich, Branch Manager
Branch Manager, The Branch Manager
Ms. Tricia Benner, Branch Manager
Lindsay Romig, Manager
Mr. Dennis Peterson, Branch Manager
Number of Employees:
1

Additional Contact Information

Principal Contacts
Ms. Tricia Benner, Branch Manager
Customer Contacts
Ms. Tricia Benner, Branch Manager
Fax numbers
Primary Fax: (650) 342-9823
Additional Phone Numbers
Other Phone: (650) 926-7600
Other Phone: (707) 254-4400
Other Phone: (415) 693-6000
Other Phone: (650) 358-1800
Other Phone: (707) 252-7177
Other Phone: (415) 693-6881
Other Phone: (415) 693-6800
Other Phone: (510) 538-5203
Other Phone: (510) 727-2121
Other Phone: (510) 727-2113

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
National Association Of Securities Dealers - NASD
1735 K Street
Washington DC 20006

More Resources

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.