Top Content Curve
The Lev Group
The Lev Group
at Morgan Stanley Smith Barney
Financial Advisors
100 Jericho Quadrangle
Suite 120
Jericho, NY 11753
tel: 516-932-4800
toll free: 800-645-3246
fax: 516-931-7693
Left to right: Aisha Abbasi, Judy Lev, Corey Lev, Michael Rosen, Rosemarie Valenza
Email Us
Welcome Meet Our Group Services
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisors, we will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of our long-term commitment to our clients.
Services
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Cash Management
  • Institutional Services
  • Business Planning
  • 401k Rollovers
  • Corporate Retirement Plans
  • Lending Services
  • Insurance Services
  • Annuities
  • Life Insurance
  • Alternative Investments
  • Structured Products
  • Planning for Special Needs Individuals
  • Women and Company®
Bulletin Board
  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
  • For information about upcoming seminars and events that may be of interest to you or someone you know, see Seminars and Events listed on the right-hand side of this web page.
  • A key component of any financial plan is life insurance. Speak to us about receiving a complimentary insurance review.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Making the Grade - Ten Essential Lessons for Funding a Child's Education (pdf)

At a Glance: The Strength of Morgan Stanley Smith Barney (pdf)

On the Markets (pdf)
Bottom Content Curve
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.
[Accept]