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City of Florence Awards Financial Services Contract to Morgan Stanley Smith Barney LLC (September 2021)

City of Florence logoCity of Florence
Approved
Sep 7, 2021

The 30-second brief

What it covers

The City of Florence approved the Statement of Investment Policy and Objectives for its retirement plan from Morgan Stanley Smith Barney LLC, acting through its Graystone Consulting business, formalizing investment advisory services.

Who holds it

Morgan Stanley Smith Barney LLC holds this financial services contract with City of Florence. Its other public contracts on record include work for City of Palmetto and Bay Area Hospital.

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Contract details

Contract type
Financial Services
Document date
September 7, 2021
Vendor
Morgan Stanley Smith Barney LLC
Agency
City of Florence
Source document
city-of-florence-city-council-meeting-agenda-september-7-2021_247.pdf (Agenda)

Morgan Stanley Smith Barney LLC's other public contracts

City of Palmetto, FloridaBoard Reviews Morgan Stanley Search Materials · Sep 11, 2026UndisclosedBay Area Hospital, OregonBoard Confirms Morgan Stanley Account Signers · Aug 18, 2026UndisclosedBay Area Hospital, OregonDistrict confirms authorized signers for Morgan Stanley accounts · Aug 17, 2026UndisclosedCity of Scio, OregonScio Issues Additional Investment Payment To Morgan Stanley Smith Barney · Aug 10, 2026$400City of Scio, OregonCity Funds Employee Investment At Morgan Stanley Smith Barney · Aug 10, 2026$500All Morgan Stanley Smith Barney LLC contractsVendor profile

More City of Florence contracts

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Questions about this contract

Who was awarded the financial services contract by City of Florence?

Morgan Stanley Smith Barney LLC was awarded this financial services contract by City of Florence, as recorded on September 7, 2021.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in city-of-florence-city-council-meeting-agenda-september-7-2021_247.pdf (Agenda), dated September 7, 2021 from City of Florence. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Smith Barney LLC hold?

Morgan Stanley Smith Barney LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is City of Florence currently buying?

Explore City of Florence's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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