Top Content Curve
Sarasota Branch
Branch Location And Profile
Stanley G. Carter
Senior Vice President
Branch Manager
Branch Manager
2 North Tamiami Trail
Suite 1100
Sarasota, FL 34236
Suite 1100
Sarasota, FL 34236
tel: 941-365-3900
toll free: 800-237-9441
fax: 941-951-2513
toll free: 800-237-9441
fax: 941-951-2513
hours:
M-F
8:00 - 5:30
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.
- Women & Co.: Take Action - Protect Yourself Against Identity Theft (pdf)
- Understanding Your Account Statement (pdf)
- FMA at a glance (pdf)
- Discretionary Model Portfolios for Your Unified Managed Account (pdf)
- How You Can Survive a Layoff (pdf)
- Women & Co.: Take Action - Organize Your Finances (pdf)
- At A Glance: The Consulting Group (pdf)
- Consulting Group: Fiduciary Guidelines for Foundations & Endowment Trustees (pdf)
- Consulting Group: Beginning with the Basics - A Solid Investment Policy Can Be a Blueprint for Success (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.
Bottom Content Curve