Merrill Lynch Pierce Fenner and Smith is a firm that provides investment management, financial advisor, consulting services, tax accounting, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in New York, Florida, and New Jersey (although they are present in other states as well).
Most Merrill Lynch Pierce Fenner and Smith clients are outpatient health care practitioners and facilities, individual and family services, and grantmaking foundations with revenues ranging from $13 million to $120 million.
Previous legal names, trade names, or just variations of their name include: Merrill Lynch Pierce Fenner Smith.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Americares | 501(c)(3) | Stamford, CT | ||
| 2 | U.S. Chamber of Commerce (USCC) | 501(c)(6) | Washington, DC | ||
| 3 | American Farmland Trust (AFT) | 501(c)(3) | Washington, DC | ||
| 4 | Council for a Strong America | 501(c)(3) | Washington, DC | ||
| 5 | The Phillips Collection | 501(c)(3) | Washington, DC | ||
| 6 | American Trucking Associations (ATA) | 501(c)(6) | Washington, DC | ||
| 7 | American Academy of Physician Associates (AAPA) | 501(c)(6) | Alexandria, VA | ||
| 8 | CAF America | 501(c)(3) | Alexandria, VA | ||
| 9 | The Frisch School | 501(c)(3) | Paramus, NJ | ||
| 10 | New Leaders | 501(c)(3) | New York, NY | ||
| ... | and 145 more Merrill Lynch Pierce Fenner and Smith not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Merrill Lynch Pierce Fenner and Smith in the nonprofit sector include Capfinancial Partners, LLC, Wells Fargo Bank, CBIZ, Capfinancial Partners, Edward Jones, Ubs Financial Services, Inc., Captrust, Cambridge Investment Research, Ubs Financial Services, and Morningstar.
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