Cause IQ vendor profile

Morgan Stanley Smith Barney


Morgan Stanley Smith Barney is a firm that provides investment management, financial advisor, insurance agent or broker, commercial bank, and administrative support to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Morgan Stanley Smith Barney clients are health and welfare funds, grantmaking foundations, hospitals, and outpatient health care practitioners and facilities with revenues ranging from $8.7 million to $121 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.

Primary location:
Columbus, OH
All locations:
MD, NJ, CO, OH, MI, DC, NY, PA, IL, MA, OR
Identified clients:
103
Avg client size:
$64 mil revenue
Median client size:
$15 mil revenue

Morgan Stanley Smith Barney client list

 NameTypeLocation
1United Steelworkers USW501(c)(5)Pittsburgh, PA
2National School Boards Association (NSBA)501(c)(3)Alexandria, VA
3Apla Health / Aids Project Los Angeles (APLA)501(c)(3)Los Angeles, CA
4Trustees of Masonic Hall and Asylum Fund501(c)(3)New York, NY
5United Way of Massachusetts Bay and Merrimack Valley501(c)(3)Boston, MA
6North Ward Center501(c)(3)Newark, NJ
7Robert Wood Johnson University Hospital (RWJUH)501(c)(3)New Brunswick, NJ
8Cornelia T Bailey Charitable Trust501(c)(3)West Palm Beach, FL
9Citrus Valley Health Partners (CVHP)501(c)(3)Covina, CA
10Apla Health501(c)(3)Los Angeles, CA
...and 93 more Morgan Stanley Smith Barney not-for-profit tax-exempt clients identified by Cause IQ

Morgan Stanley Smith Barney competitors

Competitors to Morgan Stanley Smith Barney in the nonprofit sector include Ubs Financial Services Inc, Aetna Life Insurance Company, Variable Annuity Life Insurance Company, Newport Group, Inc., Fidelity Investments, Ascensus, Variable Annuity Life Insurance Co., Morgan Stanley Smith Barney LLC, Ubs Financial Services, and Merrill Lynch Pierce Fenner and Smith.

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