• Sharebar


So I was wondering, a friend of mine accepted an offer with Morgan Stanley Smith Barney...

Would it be accurate to leave off Smith Barney and put on his resume:

Morgan Stanley
Private Wealth Management Summer Analyst

Afterall, Smith Barney is part of Morgan Stanley's wealth management, right?

By the way, my friend isn't me. I'm trying to convince him that its not accurate, but he believes otherwise. Perhaps seeing it on an internet forum will help convince him.


The WSO Advantage - Asset Management

Financial Modeling Training

Templates, M&A, LBO, Valuation. Learn More.

Wall St. Interview Secrets Revealed

30,000+ sold & REAL questions. Learn More.

Find Your AM Mentor

Realistic Mock Interviews. Learn More.

Comments (7)

  • pey3's picture

    lol, he is working at a branch... welcome to Smith Barney.

    I am not positive, but I am pretty sure wealth management is broken up into different types of networth. PWM tends to be with individual clients with networth of 1m +. if he is with MS Smith Barney it is prob with the branch wealth management. He can put MS on his resume since it is really up to him to represent himself in anyway he wants
    however, he wont really learn too much during the stint and recruiters know that

  • skyblue's picture

    He needs to put the whole thing nso that when they do a check they don't think he has misrepresented himself. besides the interviewers will figure out he worked at smith barney anyways

  • IronkidMS's picture

    if it is PWM, they will say PWM or GWM. otherwise, just a brokerage internship in a branch.

  • LAWM's picture

    The misinformation on this board never ceases to amaze me.

    MS PWM is still under the MS brand. They are working on integrating some of the SB / Citi PWM offices but right now they are both operationally separate.

    MSSB is local branch / retail. I don't think you can use MS or SB separate. MSSB doesn't have summer analyst positions at the branch level, they do at Westchester so that's also an issue. MS PWM Summer Analyst when really its MSSB GWM summer intern is a bit misleading.

  • Sussudio's picture

    It's a 50/50 venture with Citi. You are just as justified in putting MS on the resume as Citi (which is to say, not at all). It's like working for Chrysler and saying you did a stint at Cerberus.

  • woahh265's picture

    To unlock this content for free, please login / register below.

    Connecting helps us build a vibrant community. We'll never share your info without your permission. Sign up with email or if you are already a member, login here Bonus: Also get 6 free financial modeling lessons for free ($200+ value) when you register!

What's Your Opinion? Comment below:

Login or register to get credit (collect bananas).
All anonymous comments are unpublished until reviewed. No links or promotional material will be allowed. Most comments are published within 24 hours.
WallStreet Prep Master Financial Modeling