Details for THE COASTAL GRP AT MORGAN STANLEY

Updated

Morgan Stanley Morgan Stanley is proud to congratulate Chuck Malamut Named one of Forbes’ Best-in-State Wealth Advisors Being named to Forbes’ 2021 Best-in-State Wealth Advisors list is a testament to your experience, professionalism and dedication to your clients. Thank you for the work you do each day and for carrying forward the culture of excellence at our firm. The Malamut Group at Morgan Stanley Chuck Malamut Managing Director — Wealth Management Financial Advisor 1601 New Road Northfield, NJ 08225 609-383-2010 charles.malamut@ morganstanley.com fa.morganstanley.com/ themalamutgroup Source: Forbes.com (February, 2021). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information, see www.SHOOKresearch.com. © 2021 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 3393927 01/21 REC001 CS 9995837 03/21

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