Samuel Brandwein

CFP®, CIMA®, CRPS®, QPFC
Graystone Consulting – The Atlantic Group

Brandwein Sam lg

Sam Brandwein is an Institutional Consulting Director, Senior Vice President with Graystone Consulting, a business of Morgan Stanley, which provides full-service support to qualified and non-qualified retirement plans and traditional defined benefit plans. Services include fiduciary consulting, investment review, lineup construction, investment policy, plan design, committee training, recordkeeper coordination, and participant communication and education. Mr. Brandwein has more than three decades of investment industry experience. He is a past president of the National Association of Plan Advisors (NAPA) and has served on the board of the American Retirement Association. He was named a Financial Times “401 Top Retirement Advisor” for 2018 and 2019. His team, Graystone Consulting- The Atlantic Group at Morgan Stanley, has been named to Barron’s 2021 List of Top 100 Institutional Consulting Teams and named to NAPA’s Top DC Advisor Teams for 2018, 2019 and 2020.

www.msgraystone.com/theatlanticgroup
561-393-2095
Boca Raton, FL
Client Plans: 50
Participants: 30,000


Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018 and April 2019). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, and specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating.
Source: Barrons.com (April 2021). Barron’s Top Institutional Consulting Teams were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Institutional Consulting Director’s past or future performance. Neither Morgan Stanley, Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.  2021 Morgan Stanley Smith Barney LLC. Member SIPC
Source: NAPA Net The Magazine: NAPA’s, “Top DC Advisors Teams,” (March 2021) unlike other lists, recognizes firms, or what may, in a wirehouse environment, be referred to as a team, or office, for their defined contribution (DC) practice specifically. The ranking is based on the team’s defined contributions assets under management as of December 31, 2020. This award does not evaluate the quality of services provided to clients and is not indicative of the team’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to NAPA in exchange for the rating.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax or legal advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP , CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.
Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting, a business of Morgan Stanley.
CRC 4205734 01/2022

 

 

 

 

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