The ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. 401kWire's 300 Most Influential DC Advisors 2011. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to NAPA-Net in exchange for the rating. The rating is not indicative of the Financial Advisor’s future performance. Austin, Texas Area High School Principal at Austin Independent School District Education Management Education Texas A&M University 2014 — 2018 Doctor of Education (Ed.D. Data provided by SHOOK™ Research, LLC. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney nor any of their Financial Advisors pay a fee to the Baltimore Jewish Times in exchange for the rating. Adviser nominations for Retirement Plan Adviser Team of the Year were solicited from retirement plan advisers (self-nominations are not permitted), employers and/or broker-dealers and from plan sponsors, as well as from working partners of the nominees, including investment vendors, accountants, attorneys and pension administrators. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winner’s Circle in exchange for the rating. Another type of strategy that has gained interest is the use of options to generate income and/or provide some hedge from equity. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. ; and quantitative criteria, such as assets under management and revenue generated for their firms. Barron’s “Top 100 Women Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Source: Barron's “Top 1,200 Financial Advisors,” March 16, 2020, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Plan Advisor in exchange for the rating. Export. When you upgrade to Crunchbase Pro, you can access unlimited search results, save to custom lists or to Salesforce, and get notified when new companies, people, or deals … subscription required … A sub-segment of the questions was used to determine eligibility for the Top 100. Source: Forbes.com (September, 2020). Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron's in exchange for the rating. Ready to start a conversation? For more information see www.SHOOKresearch.com, Forbes Best-In-State Wealth Advisors 2018. At Obsidian Capital we manage both traditional long-only and hedge funds products. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. As such, the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. Shapiro Capital Management Llc is an investment advisor that manages 4.1 BN dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's in exchange for the rating. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Branch Manager’s clients nor may it be indicative of future performance. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Source: Barron’s Top 1,200 Advisors, March 11, 2019, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Barron’s Top 100 Women Financial Advisors 2019. America’s Best-In-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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. SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Greenwich Associates 2018 Quality Leader Award. With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Could Investing in Gold Add a New Dimension to Your Portfolio? Craig Shapiro. We’ve been talking about this around the office lately. WhaleWisdom tracks 13F, Schedule 13D, and 13G EDGAR filings by hedge funds. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. Nominees are asked to respond to a series of questions, both quantitative and qualitative, about their experience and practices. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s past or future performance. Also considered were the advanced professional designations and accomplishments represented on the team. For more information: www.SHOOKresearch.com. Barron’s Winner’s Circle Top Advisors Summit 2013. Craig Shapiro Contact … Craig is Managing Member, Simple Capital Management Llc and has served as Managing Member, Simple Capital Management Llc since 10/01/2010. Source: Barron’s Top 100 Financial Advisors, April 17, 2017. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating is not indicative of the Financial Advisor's future performance. Self-nominations are not accepted. A panel of judges reviewed the anonymized questionnaires and selected the women honored in three separate categories, including All-Star, Captains and Rising Stars. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The 401kWire’s 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWire’s editorial staff. All rights reserved ranked exclusively by assets under management collected the information for listing. The product of numerical scores in Greenwich Associates does not evaluate the quality of services provided to clients and typically... Should endeavor to understand before then invest years old rated based on the team ’ s Circle in for. Objectives of persons who receive it, `` Top 100 Women Financial Advisors pay a fee to in! 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