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.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United Steelworkers USW | 501(c)(5) | Pittsburgh, PA | ||
| 2 | National School Boards Association (NSBA) | 501(c)(3) | Alexandria, VA | ||
| 3 | Apla Health / Aids Project Los Angeles (APLA) | 501(c)(3) | Los Angeles, CA | ||
| 4 | Trustees of Masonic Hall and Asylum Fund | 501(c)(3) | New York, NY | ||
| 5 | United Way of Massachusetts Bay and Merrimack Valley | 501(c)(3) | Boston, MA | ||
| 6 | North Ward Center | 501(c)(3) | Newark, NJ | ||
| 7 | Robert Wood Johnson University Hospital (RWJUH) | 501(c)(3) | New Brunswick, NJ | ||
| 8 | Citrus Valley Health Partners (CVHP) | 501(c)(3) | Covina, CA | ||
| 9 | The Elizabeth Hospice | 501(c)(3) | Escondido, CA | ||
| 10 | Fraser | 501(c)(3) | Minneapolis, MN | ||
| ... | and 92 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 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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