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.
|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||National Council on the Aging (NCOA)||501(c)(3)||Arlington, VA|
|6||The Recording Academy||501(c)(6)||Santa Monica, CA|
|7||United Way of King County||501(c)(3)||Seattle, WA|
|8||Liberty Educational Ministries||501(c)(3)||Argyle, TX|
|9||Alliance for Audited Media||501(c)(6)||Arlington Heights, IL|
|10||Margaret M Bloomfield Family Foundation||501(c)(3)||Manhattan Beach, CA|
|...||and 75 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 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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