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Newport Beach Branch at Fashion Island
Newport Beach Branch at Fashion Island
Branch Location And Profile
Robert B. Martensen
Managing Director
Branch Manager
660 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
tel: 949-717-5300
toll free: 800-468-3352
fax: 949-717-5333
Email Us
hours:
M-F  6:00  -  4:00
Welcome
Welcome

Our business is built on a single mission: to provide high-net-worth clients with advice that they can trust, thereby helping them to achieve their financial goals. We believe that advice should encompass comprehensive investment and wealth management strategies, yet be tailored to clients'' long-term goals and aligned with their life values.

This approach has enabled us to build meaningful, long-lasting relationships with our clients and their families. Our goal is to learn the things that you value, adapt the resources of Morgan Stanley Smith Barney to support your financial needs and aspirations, as well as attain your complete confidence.
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.
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.
FEATURED REPORTS

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)
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Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture 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. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

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.
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