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, hospitals, colleges, universities, and professional schools, outpatient health care practitioners and facilities, labor unions, and grantmaking foundations with revenues ranging from $3.6 million to $113 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:
MA, TX, WA, OH, CA, MI, NY, MO, FL, OR
Identified clients:
194
Avg client size:
$153 mil revenue
Median client size:
$11 mil revenue

Morgan Stanley client list

 NameTypeLocation
1Harvard University501(c)(3)Cambridge, MA
2Duke University501(c)(3)Durham, NC
3United Steelworkers USW501(c)(5)Pittsburgh, PA
4National School Boards Association (NSBA)501(c)(3)Alexandria, VA
5College for Creative Studies (CSS)501(c)(3)Detroit, MI
6GS1 Us501(c)(6)Ewing, NJ
7Marin Country Day School (MCDS)501(c)(3)Corte Madera, CA
8TVT Community Day School (TVT)501(c)(3)Irvine, CA
9CSULB 49er Foundation501(c)(3)Long Beach, CA
10William K. Bowes Jr. Foundation501(c)(3)San Francisco, CA
...and 184 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, JP Morgan Chase, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Wells Fargo Bank, Morgan Stanley Smith Barney, Pimco, Fidelity Investments, Neuberger Berman, and Prudential.

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