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 and grantmaking foundations with revenues ranging from $7.5 million to $93 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 | David M Crowley Foundation | 501(c)(3) | Dallas, TX | ||
| 4 | Robert Wood Johnson University Hospital (RWJUH) | 501(c)(3) | New Brunswick, NJ | ||
| 5 | Parker Jewish Institute for Health Care and Rehabilitation | 501(c)(3) | New Hyde Park, NY | ||
| 6 | Signature Health | 501(c)(3) | Mentor, OH | ||
| 7 | Apla Health | 501(c)(3) | Los Angeles, CA | ||
| 8 | Grameen America | 501(c)(3) | Jackson Heights, NY | ||
| 9 | Cornelia T Bailey Charitable Trust | 501(c)(3) | West Palm Beach, FL | ||
| 10 | The Bronx Defenders | 501(c)(3) | Bronx, NY | ||
| ... | and 110 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 Morningstar, Ubs Financial Services, Inc., Capfinancial Partners, LLC, Fidelity Investments Institutional, JP Morgan Chase, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., Adp, The Segal Company, and Wells Fargo Bank.
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