Portland, OR - Morgan Stanley Smith Barney Branch Office: David Perez, Manager

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Portland Branch

Portland Branch

Branch Location And Profile

David Perez

Senior Vice President
Branch Manager

121 SW Morrison Street
16th Floor
Portland, OR 97204

tel: 503-243-6900
toll free: 800-452-0966
fax: 503-243-6753

hours:

M-F 6:15 - 4:00

Brochures

Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.

Welcome to Morgan Stanley Smith Barney (pdf)
Understanding Your Account Statement (pdf)
FMA at a glance (pdf)
IRAs: Powering Your Retirement (pdf)
FAQ: The Morgan Stanley Smith Barney Asset Allocation Models (pdf)
Dr. Bob's Seven Principles of Wealth Planning (pdf)
Does the Stimulus Plan Benefit You and Your Family? (pdf)
How You Can Survive a Layoff (pdf)

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

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Investment products and services are offered through Morgan Stanley Smith Barney LLC, member SIPC. Morgan Stanley Smith Barney LLC is a registered broker/dealer and investment advisor, formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc.

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The information and services provided on the website are intended for persons in the U.S. only.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. Member SIPC. All rights reserved.

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Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.