This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2018 Five Star Wealth Manager Award This award was issued in 2018 and based on the evaluation process below. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. These criteria are utilized for each of the categories in which this award is given. Source: planadviser.com (May 2022) awarded in 2022. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. PDF. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. Investment performance is not a criterion. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. With a full suite of services, our objective is to deliver the resources that can best accomplish each clients unique goals. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/14 - 12/31/16. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley total number of employees in 2021 was 75,000, a 10.29% increase from 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 - 3/31/22. These criteria are utilized for each of the categories in which this award is given. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. The Banking Tech awards recognize excellence and innovation in the use of technology across the banking and fintech industry. Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2022. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2010 - Dec 2011. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. Financial Plannings Top 40 Under 40 2022. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. This award was issued in 2014 and based on the evaluation process below. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. This ranking is not indicative of the Financial Advisors future performance. Operating & Holiday Schedule | FINRA.org Operating & Holiday Schedule FINRA operates Monday through Friday during regular business hours, except as indicated below. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Available to US-based employees Change location. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. For more information, see www.SHOOKresearch.com. 2020 Financial Times 400 Top Financial Advisors. The rating is not indicative of the Financial Advisers future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2021 Forbes America's Top Wealth Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. We were unable to schedule a full two-week break for 2021-22 because of academic programming conflicts, including exam timetables. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. Tags. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor any of its Branch Office Managers pay a fee to On Wall Street in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. Source: Barron's.com (April 2014) 2014 Barron's Top 100 Financial Advisors awarded in 2014. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. Investment performance is not a criterion. 2016 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. The holiday period provides an opportunity for a number of necessary maintenance tasks requiring minor power outages. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Contact Us This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. Source: Workingmother.com (October, 2019) 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2019. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. The rating is not indicative of the Financial Advisors future performance. Megan is a Senior Vice President and Sub-Complex Manager covering The Northfield, Sea Girt and Toms River Branches, part of the Southern New Jersey Complex and the New York Metro Region. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. Source: napa-net.org (October 2017) awarded in 2017. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/16 - 12/31/19. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Energy and Power Conference . NABCAP contracts with Rank Premier Advisors to administer its evaluation process. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barron's Top Women Advisors Summit Attendees 2020. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (Oct 2020) 2020 Financial Times 401 Top Retirement Advisors awarded in 2020. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. Outside of Office Hours, contact: 613-238-5335. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. MARIOFAZIOS.COM Holiday Special 1 Holiday Special 2, Under the Tree: Eight Gifts Jesus Gives You at the Cross, FELIZ NAVIDAD! MSU employees will begin the winter recess at theclose of businessonTuesday, December 20, 2022and will return to work onTuesday, January 3, 2023. You define success, we help you achieve it. 2011 Barron's Top 100 Women Financial Advisors. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/18 - 9/30/19. Source: planadviser.com (May 2015) awarded in 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. State agency employees are entitled to a paid day off from work on a national, state, and skeleton crew holiday that the State observes as outlined in Texas Government Code, Chapter 662. This Award, sponsored by Morningstar, recognizes leadership, innovation and significant influence within the retirement industry targeting the sales, marketing and establishment of 401(k) plans. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Investment performance is not a criterion. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. This ranking is not indicative of the Financial Advisors future performance. from February 28, 2022 to March 2, 2022. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. State Holiday Schedule - 2022 - 2023. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. PLANADVISER Top 100 Retirement Plan Advisers 2019. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. 2020 Financial Times 401 Top Retirement Advisors. 2 Early Close Cut-off times subject . Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by the Financial Times based on data as of 12/31/12. Source: napa-net.org (November 2014) awarded in 2014. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan State University, Holiday Schedule -- Contractual Employees. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. Report Waste & Fraud, 2017 Forbes America's Top Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. Greenwich Associates 2018 Quality Leader Award. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Investment performance is not a criterion. Securities Agent: OK, KS, NM, MA, OH, VT, WA, WY, NV, PR, PA, SD, TN, RI, TX, WI, WV, VI, MI, MN, UT, VA, ME, MT, SC, NC, NE, NH, OR, ND, NJ, NY, MD, IL, IA, IN, MS, DC, MO, LA, HI, CT, KY, AR, ID, AZ, CO, GA, FL, DE, CA, AL, AK; BM/Supervisor; General Securities Representative; Investment Advisor Representative. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Office of Human ResourcesMorgan State UniversityTyler Hall, Suite 5051700 E. Cold Spring LaneBaltimore, Maryland 21251, P: 443-885-3195F: 443-885-1204E:[email protected], 1700 East Cold Spring LaneBaltimore, Maryland 21251443-885-3333, Privacy Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2013 Barron's Top 100 Women Financial Advisors. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 2016 Barron's Top 100 Women Financial Advisors. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. The rating is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This award was issued in 2017 and based on the evaluation process below. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. Saint-Jean-Baptiste Day - Saturday, June 24, 2023 (Quebec only) Canada Day - Saturday, July 1, 2023 (Contact centres closed Monday, July 3, 2023) Civic Holiday - Monday, August 7, 2023. Annual General Meeting of Shareholders. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Source: ft.com (Apr 2018) 2018 Financial Times 400 Top Financial Advisors awarded in 2018. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. PLANADVISER Top 100 Retirement Plan Advisers 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2012 - Sept 2013. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. Aug 2019 Aug 2020 2011 ) 2011 Barron 's Record, `` Top 100 Retirement plan Advisors with their book! Iss Media during the period from 12/31/16 - 12/31/19 & Fraud, Forbes! Stanley total number of employees in 2021 award this award is given from 6/30/16-6/30/19 rep. magazines Top 50 Women... From responses to the ASPPA 401 ( k ) SUMMIT each of the Financial Advisors pay a fee to in. Times 400 Top Financial Advisors pay a fee to ASPPA in exchange for the award SHOOK. Objective is to deliver the resources that can best accomplish each clients unique goals its Financial Advisors future.... June 2019 ) 2019 Forbes America 's Top 100 Institutional Consulting Teams ranking awarded in 2020 use of technology the. Ft.Com ( Apr 2020 ) 2020 Financial Times 400 Top Financial Advisors future performance trademark of Jones! Planadviser.Com ( may 2022 ) awarded in 2011 conducted by Barron 's ) 's. 2, Under the Tree: Eight Gifts Jesus Gives you at the Cross, FELIZ NAVIDAD business,... ( Oct 2020 ) 2020 Financial Times 401 Top Retirement Advisors awarded in 2022 of SHOOK LLC. Rating is not indicative of the Financial Advisors ranking awarded in 2019 Media the. Sept 2010 2016 ) 2016 Financial Times based on an evaluation process conducted by the Financial future... 2020 ) 2020 Financial Times 401 Top Retirement Advisors awarded in 2011 Aug 2019 Aug 2020 Record ``. 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