NEW YORK, May 6, 2013 – Morgan Stanley announced today that, Mark Seruya, a Managing Director in the Firm’s Manhattan Wealth Management office, has been named to The Financial Times’ inaugural list of America’s Top 400 Advisors.
The “Financial Times’ Top 400 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 extremely proud that Mark is representing Morgan Stanley Wealth Management on this list,” commented Patrick Langone, Complex Manager at Morgan Stanley’s Manhattan office. “This listing recognizes a group of financial professionals who are dedicated to providing clients with exceptional wealth management services.”
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking and lending, cash management, annuities and insurance, retirement and trust services.
Source: The Financial Times “Top 400 Financial Advisors,” April, 2013. Criteria are based, in part, upon data gathered from and verified by Morgan Stanley as well as qualitative and quantitative criteria, including but not limited to, assets under management, asset growth, compliance records, and experience. Morgan Stanley Financial Advisors were nominated by Morgan Stanley. 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.