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 professional and technical services 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, and hospitals with revenues ranging from $7.5 million to $120 million.

Previous legal names, trade names, or just variations of their name include: Morgan Stanley Smith Barney, LLC; and Morgan Stanley Smith Barney LL.

Primary location:
Columbus, OH
All locations:
NJ, CO, OH, DC, NY, PA, IL, MA, OR
Identified clients:
102
Avg client size:
$62 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
8Citrus Valley Health Partners (CVHP)501(c)(3)Covina, CA
9The Elizabeth Hospice501(c)(3)Escondido, CA
10Fraser501(c)(3)Minneapolis, MN
...and 92 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 Wells Fargo Bank, Ubs Financial Services, Ascensus, Morgan Stanley Smith Barney LLC, Fidelity Investments, Ubs Financial Services Inc, Vanguard Energy Services LLC, Morgan Stanley, Valic, and Merrill Lynch Pierce Fenner and Smith.

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