Charles Smith Barney

Charles Schwab & Co., Inc. acquired Smith Barney in 2009, integrating its wealth management division into Schwab's broader financial services. Smith Barney was historically known as a prominent investment and wealth management firm, providing financial planning, investment advice, and brokerage services to individuals and institutions. Today, the Smith Barney name is used mainly for branding within Schwab’s advisory and brokerage offerings, emphasizing personalized financial solutions and investment management for clients seeking professional guidance in managing their finances.