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 $9.5 million to $109 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 | Apla Health | 501(c)(3) | Los Angeles, CA | ||
| 6 | Signature Health | 501(c)(3) | Kirtland, OH | ||
| 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 105 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 Minnesota Life Insurance Company, JP Morgan Chase, Voya Retirement Insurance and Annuity Co., The Segal Company, Cambridge Investment Research Inc, Morningstar, Ubs Financial Services, Inc., Capfinancial Partners, LLC, Adp, and Fidelity Investments Institutional.
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.