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 $8.0 million to $115 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 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 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 | Cornelia T Bailey Charitable Trust / Eileen J Daly Ttee | 501(c)(3) | West Palm Beach, FL | ||
| 5 | Parker Jewish Institute for Health Care and Rehabilitation | 501(c)(3) | New Hyde Park, NY | ||
| 6 | Signature Health | 501(c)(3) | Willoughby, OH | ||
| 7 | Apla Health | 501(c)(3) | Los Angeles, CA | ||
| 8 | Cornelia T Bailey Charitable Trust | 501(c)(3) | West Palm Beach, FL | ||
| 9 | Trustees of Masonic Hall and Asylum Fund | 501(c)(3) | New York, NY | ||
| 10 | Children's Bureau | 501(c)(3) | Los Angeles, CA | ||
| ... | and 122 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 Lincoln National Life Insurance, Global Retirement Partners LLC, Valic, Commonwealth Financial Network, Merrill Lynch, Raymond James and Associates, Wells Fargo Bank, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., and Ascensus.
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