Cause IQ vendor profile

Morgan Stanley


Morgan Stanley is a firm that provides investment management, financial advisor, commercial bank, consulting services, and outsourced management to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Morgan Stanley clients are health and welfare funds, outpatient health care practitioners and facilities, hospitals, labor unions, colleges, universities, and professional schools, and grantmaking foundations with revenues ranging from $3.6 million to $119 million.

Previous legal names, trade names, or just variations of their name include: Morgan Stanley and Co LLC; Morgan Stanley and Co.; Morgan Stanley Co Inc; Morgan Stanley Domestic Holdings L; and Morgan Stanley Co. LLC.

Primary location:
New York, NY
All locations:
MD, MA, TX, WA, OH, CA, MI, NY, MO, OR
Identified clients:
179
Avg client size:
$130 mil revenue
Median client size:
$11 mil revenue

Morgan Stanley client list

 NameTypeLocation
1Harvard University501(c)(3)Cambridge, MA
2United Steelworkers USW501(c)(5)Pittsburgh, PA
3National Rural Electric Cooperative Association (NRECA)501(c)(6)Arlington, VA
4National School Boards Association (NSBA)501(c)(3)Alexandria, VA
5GS1 Us501(c)(6)Lawrenceville, NJ
6Marin Country Day School (MCDS)501(c)(3)Corte Madera, CA
7TVT Community Day School (TVT)501(c)(3)Irvine, CA
8CSULB 49er Foundation501(c)(3)Long Beach, CA
9William K. Bowes Jr. Foundation501(c)(3)San Francisco, CA
10Liz Claiborne and Art Ortenberg Foundation (LCAOF)501(c)(3)New York, NY
...and 169 more Morgan Stanley not-for-profit tax-exempt clients identified by Cause IQ

Morgan Stanley competitors

Competitors to Morgan Stanley in the nonprofit sector include Ubs Financial Services, Wells Fargo Bank, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Morgan Stanley Smith Barney, Pimco, Neuberger Berman, Fidelity Investments, Prudential, and JP Morgan Chase.

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