Cause IQ vendor profile

Merrill Lynch Pierce Fenner and Smith


Merrill Lynch Pierce Fenner and Smith is a firm that provides investment management, insurance agent or broker, tax accounting, 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, and hospitals with revenues ranging from $11 million to $151 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:
85
Avg client size:
$79 mil revenue
Median client size:
$16 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
5National Council on the Aging (NCOA)501(c)(3)Arlington, VA
6The Recording Academy501(c)(6)Santa Monica, CA
7United Way of King County501(c)(3)Seattle, WA
8Liberty Educational Ministries501(c)(3)Argyle, TX
9Alliance for Audited Media501(c)(6)Arlington Heights, IL
10Margaret M Bloomfield Family Foundation501(c)(3)Manhattan Beach, CA
...and 75 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 Inc, Variable Annuity Life Insurance Company, Newport Group, Inc., Fidelity Investments, Variable Annuity Life Insurance Co., Morgan Stanley Smith Barney LLC, Ascensus, Ubs Financial Services, Nationwide Life Insurance Company, and Kestra Investment Services LLC.

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