Merrill Lynch Pierce Fenner and Smith is a firm that provides investment management, tax accounting, insurance agent or broker, financial advisor, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New Jersey and New York (although they are present in other states as well).
Most Merrill Lynch Pierce Fenner and Smith clients are outpatient health care practitioners and facilities and grantmaking foundations with revenues ranging from $14 million to $94 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||United States Chamber of Commerce (USCC)||501(c)(6)||Washington, DC|
|3||Council for a Strong America||501(c)(3)||Washington, DC|
|4||National Council on the Aging (NCOA)||501(c)(3)||Arlington, VA|
|5||The Phillips Collection||501(c)(3)||Washington, DC|
|6||United Way of King County||501(c)(3)||Seattle, WA|
|7||New Leaders||501(c)(3)||New York, NY|
|8||Winn Family Foundation||501(c)(3)||Dallas, TX|
|9||After School Matters||501(c)(3)||Chicago, IL|
|10||The Frisch School||501(c)(3)||Paramus, NJ|
|...||and 117 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, Edward Jones, Wells Fargo Bank, Metlife Securities Inc, RBC Wealth Management, M&T Bank, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Fidelity Investments, and Morgan Stanley Smith Barney LLC.
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