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Benefits broker of record · NEW YORK, NY

MORGAN STANLEY SMITH BARNEY

MORGAN STANLEY SMITH BARNEY of NEW YORK, NY is named as the broker of record on 144 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
144
Book size
$1M+
States
NY

Clients on file

EmployerCarrierRenews
METRO INFECTIOUS DISEASE CONSULTANTVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYDecember
MANNING GROSS + MASSENBURG LLPVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYDecember
AMERIT FLEET SOLUTIONSVOYA RETIREMENT INSURANCE AND ANNUITY COMPANYDecember
TUV SUD AMERICA, INC.VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYDecember
J. GOLDMAN & CO., L.P.VOYA RETIREMENT INSURANCE & ANNUITY COMPANYDecember
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139 more plans in MORGAN STANLEY SMITH BARNEY's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A