Phil Y.
9/5/2013
I don't write reviews on anyone or anything generally speaking, but after reading the reviews about Keith Sippy, I felt compelled to write a review. I've known Keith Sippy for 10 Plus Years, and...
Morgan Stanley Smith Barney
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(7)
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401 B St Ste 2300
San Diego, CA 92101
Morgan Stanley Smith Barney in San Diego, CA is a financial services firm that provides a range of investment and wealth management services to individuals and institutions.
With a focus on personalized financial planning and investment strategies, the firm aims to help clients achieve their financial goals and secure their financial futures.
Generated from their business information
Also at this address
Reviews
2.07 reviewsKen G.
6/13/2014
I thought I was getting a financial adviser. Instead I got a salesman pretending to be a FA. He said he would give me a break and charge "friends and family" rates. This was just a sales pitch to...
Janet D.
5/12/2012
I wish I could give this firm zero stars. I love Yelp. The only criticism that I have is that Yelp should allow for one to allot no stars at all. I cannot stress to you enough to beware of Morgan...
Bill Z.
9/21/2012
First this is review for Morgan Stanley not this branch. Their web tools for clients are a joke. They also put 5 day holds on all checks deposited, so if you use them for your checking they will...
Ababy K.
1/20/2011
I would as far away from Keith Sippy and Stephen Schwarz as possible as they work in tandem. Keith Sippy, in my presence, sold my elderly mother on a fixed annuity and told her she would NEVER...
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