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, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $9.9 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 | Signature Health | 501(c)(3) | Kirtland, OH | ||
| 6 | Apla Health | 501(c)(3) | Los Angeles, CA | ||
| 7 | The Bronx Defenders | 501(c)(3) | Bronx, NY | ||
| 8 | Cornelia T Bailey Charitable Trust | 501(c)(3) | West Palm Beach, FL | ||
| 9 | Providence St Vincent Medical Foundation | 501(c)(3) | Portland, OR | ||
| 10 | Trustees of Masonic Hall and Asylum Fund | 501(c)(3) | New York, NY | ||
| ... | and 107 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 Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., Adp, Capfinancial Partners, LLC, The Segal Company, Morningstar, Fidelity Investments Institutional, JP Morgan Chase, Cambridge Investment Research Inc, and Minnesota Life Insurance Company.
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