Citi Smith Barney

E479392
brokerage joint venture financial services company wealth management firm

Citi Smith Barney was a major wealth management and brokerage joint venture formed by Citigroup and Morgan Stanley, combining their retail brokerage operations into one of the world’s largest financial advisory firms.

Jump to: Surface forms Statements Referenced by

Observed surface forms (1)

Surface form Occurrences
Smith Barney 2

Statements (47)

Predicate Object
instanceOf brokerage joint venture ⓘ
financial services company ⓘ
wealth management firm ⓘ
brandIncorporatedInto Morgan Stanley Smith Barney NERFINISHED ⓘ
brandOwner Citigroup NERFINISHED ⓘ
Morgan Stanley NERFINISHED ⓘ
country United States of America ⓘ
surface form: United States
formedAsJointVentureOf Citigroup NERFINISHED ⓘ
Morgan Stanley NERFINISHED ⓘ
headquartersLocation New York City ⓘ
industry brokerage ⓘ
financial advisory services ⓘ
wealth management ⓘ
notableFor global wealth management platform ⓘ
large network of financial advisors ⓘ
operatedAs financial advisory firm ⓘ
retail brokerage ⓘ
operatedIn Asia NERFINISHED ⓘ
Europe NERFINISHED ⓘ
Latin America NERFINISHED ⓘ
North America NERFINISHED ⓘ
parentCompany Citigroup NERFINISHED ⓘ
Morgan Stanley NERFINISHED ⓘ
predecessor Morgan Stanley Global Wealth Management Group NERFINISHED ⓘ
Smith Barney NERFINISHED ⓘ
providedProduct alternative investments ⓘ
equities brokerage ⓘ
fixed income brokerage ⓘ
managed accounts ⓘ
mutual funds ⓘ
retirement accounts ⓘ
structured products ⓘ
regulatoryStatus registered broker-dealer in the United States ⓘ
resultedFrom combination of Citigroup retail brokerage operations ⓘ
combination of Morgan Stanley retail brokerage operations ⓘ
scale one of the world’s largest retail brokerages ⓘ
one of the world’s largest wealth management firms ⓘ
segmentOf Citigroup Global Wealth Management NERFINISHED ⓘ
service brokerage services ⓘ
financial planning ⓘ
investment advisory ⓘ
wealth management for high-net-worth clients ⓘ
wealth management for individual investors ⓘ
successor Morgan Stanley Wealth Management NERFINISHED ⓘ
targetClient high-net-worth individuals ⓘ
institutional clients ⓘ
retail investors ⓘ

Referenced by (3)

Full triples — surface form annotated when it differs from this entity's canonical label.

Smith Barney (via Travelers Group merger) → acquired → Citi Smith Barney ⓘ
subject surface form: Travelers Group
this entity surface form: Smith Barney
Smith Barney (via Travelers Group merger) → hasComponent → Citi Smith Barney ⓘ
subject surface form: Citigroup
this entity surface form: Smith Barney
Smith Barney (via Travelers Group merger) → successorWithinCitigroup → Citi Smith Barney ⓘ
subject surface form: Smith Barney