Morgan Stanley Smith Barney is a firm that provides financial advisor, investment management, commercial bank, insurance agent or broker, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Morgan Stanley Smith Barney clients are health and welfare funds, grantmaking foundations, and outpatient health care practitioners and facilities with revenues ranging from $9.0 million to $117 million.
Previous legal names, trade names, or just variations of their name include: Morgan Stanley Smith Barney, LLC; Morgan Stanley Smith Barney LL; and Morgan Stanley Smith and Barney LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Club Management Association of America (CMAA) | 501(c)(6) | Alexandria, VA | ||
| 2 | Aids Project Los Angeles (APLA) | 501(c)(3) | Los Angeles, CA | ||
| 3 | Philos Foundation | 501(c)(3) | Chicago, IL | ||
| 4 | Robert Wood Johnson University Hospital (RWJUH) | 501(c)(3) | New Brunswick, NJ | ||
| 5 | Grameen America | 501(c)(3) | Jackson Heights, NY | ||
| 6 | Apla Health (APLA) | 501(c)(3) | Los Angeles, CA | ||
| 7 | Signature Health | 501(c)(3) | Kirtland, OH | ||
| 8 | The Bronx Defenders | 501(c)(3) | Bronx, NY | ||
| 9 | Cornelia T Bailey Charitable Trust | 501(c)(3) | West Palm Beach, FL | ||
| 10 | Providence St Vincent Medical Foundation | 501(c)(3) | Portland, OR | ||
| ... | and 104 more Morgan Stanley Smith Barney not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley Smith Barney in the nonprofit sector include Regions Bank, Ubs Financial Services Inc, Vanguard Group, Inc., Fidelity Investments, Massachusetts Mutual Life Insurance Co., Morgan Stanley Smith Barney LLC, Ascensus, Newport Group, Inc., Variable Annuity Life Insurance Company, and Empower Annuity Insurance Company.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.