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 $8.6 million to $106 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 | David M Crowley Foundation | 501(c)(3) | Dallas, TX | ||
| 4 | Unidos Investment Fund (SIFLR) | 501(c)(3) | Washington, DC | ||
| 5 | Robert Wood Johnson University Hospital (RWJUH) | 501(c)(3) | New Brunswick, NJ | ||
| 6 | Parker Jewish Institute for Health Care and Rehabilitation | 501(c)(3) | New Hyde Park, NY | ||
| 7 | Signature Health | 501(c)(3) | Mentor, OH | ||
| 8 | Apla Health | 501(c)(3) | Los Angeles, CA | ||
| 9 | Grameen America | 501(c)(3) | Jackson Heights, NY | ||
| 10 | Cornelia T Bailey Charitable Trust | 501(c)(3) | West Palm Beach, FL | ||
| ... | and 121 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 Morningstar, Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., Fidelity Investments Institutional, The Segal Company, Capfinancial Partners, LLC, JP Morgan Chase, Valic, Lincoln National Life Insurance, and Raymond James and Associates.
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