Cause IQ vendor profile

Merrill Lynch Pierce Fenner and Smith


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.

Primary location:
Pennington, NJ
All locations:
NY, NJ, FL
Identified clients:
88
Avg client size:
$79 mil revenue
Median client size:
$15 mil revenue

Merrill Lynch Pierce Fenner and Smith client list

 NameTypeLocation
1AmeriCares Foundation501(c)(3)Stamford, CT
2National Rural Electric Cooperative Association (NRECA)501(c)(6)Arlington, VA
3United States Chamber of Commerce (USCC)501(c)(6)Washington, DC
4Joe's Pub501(c)(3)New York, NY
5The Music Center501(c)(3)Los Angeles, CA
6National Council on the Aging (NCOA)501(c)(3)Arlington, VA
7The American Society for the Prevention of Cruelty To Animals501(c)(3)New York, NY
8The Recording Academy501(c)(6)Santa Monica, CA
9United Way of King County501(c)(3)Seattle, WA
10Alliance for Audited Media501(c)(6)Arlington Heights, IL
...and 78 more Merrill Lynch Pierce Fenner and Smith not-for-profit tax-exempt clients identified by Cause IQ

Merrill Lynch Pierce Fenner and Smith competitors

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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