# Graystone Consulting Of Morgan Stanley Smith Barney LLC
Source: https://planprovider.pro/provider/graystone-consulting-of-morgan-stanley-smith-barney-llc

> Founded in 1989, Graystone Consulting is Morgan Stanley Smith Barney LLC’s institutional consulting group for organizations that want investment oversight ti…

Retirement Plan Advisor

New York, NY

## About Graystone Consulting Of Morgan Stanley Smith Barney LLC

<p>Founded in 1989, Graystone Consulting is Morgan Stanley Smith Barney LLC’s institutional consulting group for organizations that want investment oversight tied to clear fiduciary responsibilities. The practice works with nonprofits, family offices, endowments, foundations, and educational institutions.</p>

<p>Headquartered in New York City, Graystone has teams in major metro areas across the country, including the Raleigh area, Washington, DC, Baltimore, Boca Raton, Alpharetta (metro Atlanta), Columbus, Gilbert (metro Phoenix), and the Salt Lake Valley (South Jordan and Sandy). This structure supports local relationships while drawing on Morgan Stanley’s platform.</p>

<p>Graystone’s retirement plan work includes acting as a <a href="/plan-advisors">plan advisor</a> under ERISA in 3(21) and 3(38) roles, along with plan design and participant advice. The firm reports $747.1B in AUM (2026).</p>

<p>One point that distinguishes Graystone is its institutional consulting model: multiple regional teams that focus on investment consulting and fiduciary support for complex organizations.</p>

<ul>
<li>3(21) fiduciary investment advice</li>
<li>3(38) investment manager services</li>
<li>Plan design support</li>
<li>Participant advice and education</li>
</ul>

Website: [https://www.morganstanley.com/graystone](https://www.morganstanley.com/graystone)

Founded: 1989

## Office Locations

- Raleigh, NC

- Washington, DC, DC

- Baltimore, MD

- New York, NY (Headquarters)

- Washington, DC, DC

- Gilbert, AZ

- Boca Raton, FL

- Alpharetta, GA

- Columbus, OH

- South Jordan, UT

- Sandy, UT

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

- Plan Design Consulting

- Participant Investment Advice

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $747.1B

## Other Retirement Plan Advisors in NY

- [Integrated Financial Consulting, LLC](https://planprovider.pro/provider/integrated-financial-consulting-llc) - Airmont, NY

- [Key Wealth Advisors LLC](https://planprovider.pro/provider/key-wealth-advisors-llc) - New York, NY

- [Pfg Investments, LLC](https://planprovider.pro/provider/pfg-investments-llc) - Woodbury, NY

- [Eagle Capital Management, LLC](https://planprovider.pro/provider/eagle-capital-management-llc) - New York, NY

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

- [Sage, Rutty & Co., Inc.](https://planprovider.pro/provider/sage-rutty-and-co-inc) - Rochester, NY

- [Merrill Lynch](https://planprovider.pro/provider/merrill-lynch) - New York, NY

- [Fidelity Personal And Workplace Advisors](https://planprovider.pro/provider/fidelity-personal-and-workplace-advisors) - Boston, MA

- [The Capital Group Investment Advisory Services, LLC](https://planprovider.pro/provider/the-capital-group-investment-advisory-services-llc) - Los Angeles, CA

- [Ameriprise Financial Services, LLC](https://planprovider.pro/provider/ameriprise-financial-services-llc) - Minneapolis, MN

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/graystone-consulting-of-morgan-stanley-smith-barney-llc)

&copy; 2026 PlanProvider.Pro