Merrill Lynch Life Agency is a firm that provides insurance agent or broker, financial advisor, investment management, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in California and New Jersey (although they are present in other states as well).
Most Merrill Lynch Life Agency clients are outpatient health care practitioners and facilities, community housing services, and trade associations with revenues ranging from $9.5 million to $59 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Marine Manufacturers Association (NMMA) | 501(c)(6) | Washington, DC | ||
| 2 | Union Rescue Mission (URM) | 501(c)(3) | Los Angeles, CA | ||
| 3 | San Diego Theatres | 501(c)(3) | San Diego, CA | ||
| 4 | Resources for Community Development (RCD) | 501(c)(3) | Berkeley, CA | ||
| 5 | Hudson Community Enterprises (HCE) | 501(c)(3) | Jersey City, NJ | ||
| 6 | Valley Hunt Club | 501(c)(7) | Pasadena, CA | ||
| 7 | Quinco Mental Health | 501(c)(3) | Bolivar, TN | ||
| 8 | Aspira de Puerto Rico | 501(c)(3) | San Juan, PR | ||
| 9 | Hunterdon Preparatory School | 501(c)(3) | Annandale, NJ | ||
| 10 | Pelican State Credit Union | 501(c)(14) | Baton Rouge, LA | ||
| ... | and 8 more Merrill Lynch Life Agency not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch Life Agency in the nonprofit sector include Wells Fargo Clearing Services LLC, Ubs Financial Services, Inc., Minnesota Life Insurance Company, Raymond James Financial Services, Northwestern Mutual Investment Serv, Mma Securities LLC, Lincoln Financial Group, United Of Omaha, Proaccount, and Captrust.
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