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 and California (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 $9.4 million to $108 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 | Robert Wood Johnson University Hospital (RWJUH) | 501(c)(3) | New Brunswick, NJ | ||
| 4 | Grameen America | 501(c)(3) | Jackson Heights, NY | ||
| 5 | Parker Jewish Institute for Health Care and Rehabilitation | 501(c)(3) | New Hyde Park, NY | ||
| 6 | Signature Health | 501(c)(3) | Kirtland, OH | ||
| 7 | Apla Health | 501(c)(3) | Los Angeles, CA | ||
| 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 109 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 Merrill Lynch Pierce Fenner and Smith, Voya Retirement Insurance and Annui, Reliance Trust Company, Mutual Of America Life Insurance Company, Great-West Life and Annuity Insurance Co., Cetera Advisor Networks, LLC, Nationwide Life Insurance Company, Metlife, Nationwide, and Ubs Financial Services, Inc..
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