Merrill Lynch Pierce Fenner and Smith is a firm that provides investment management, tax accounting, insurance agent or broker, financial advisor, and commercial bank to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.
Most Merrill Lynch Pierce Fenner and Smith clients are outpatient health care practitioners and facilities, grantmaking foundations, hospitals, and residential intellectual and developmental disability facilities with revenues ranging from $11 million to $161 million.
Previous legal names, trade names, or just variations of their name include: Merrill Lynch Pierce Fenner Smith.
|1||AmeriCares Foundation||501(c)(3)||Stamford, CT|
|2||National Rural Electric Cooperative Association (NRECA)||501(c)(6)||Arlington, VA|
|3||United States Chamber of Commerce (USCC)||501(c)(6)||Washington, DC|
|4||Joe's Pub||501(c)(3)||New York, NY|
|5||The Music Center||501(c)(3)||Los Angeles, CA|
|6||National Council on the Aging (NCOA)||501(c)(3)||Arlington, VA|
|7||The American Society for the Prevention of Cruelty To Animals||501(c)(3)||New York, NY|
|8||The Recording Academy||501(c)(6)||Santa Monica, CA|
|9||United Way of King County||501(c)(3)||Seattle, WA|
|10||Alliance for Audited Media||501(c)(6)||Arlington Heights, IL|
|...||and 78 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 Ubs Financial Services, Valic, Nationwide, Nationwide Life Insurance Company, Aetna Life Insurance Company, Morgan Stanley Smith Barney LLC, Newport Group, Inc., Ascensus, Variable Annuity Life Insurance Co., and Fidelity Investments.
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