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, and outpatient health care practitioners and facilities with revenues ranging from $9.2 million to $135 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 | United Steelworkers USW | 501(c)(5) | Pittsburgh, PA | ||
| 2 | The Conservation Fund | 501(c)(3) | Arlington, 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 | Children's Bureau | 501(c)(3) | Los Angeles, CA | ||
| 6 | Birmingham Community Charter High School (BCCHS) | 501(c)(3) | Van Nuys, CA | ||
| 7 | Robert Wood Johnson University Hospital (RWJUH) | 501(c)(3) | New Brunswick, NJ | ||
| 8 | Cornelia T Bailey Charitable Trust | 501(c)(3) | West Palm Beach, FL | ||
| 9 | Kinkaid School | 501(c)(3) | Houston, TX | ||
| 10 | Apla Health | 501(c)(3) | Los Angeles, CA | ||
| ... | and 102 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 Fidelity Investments Institutional, Ubs Financial Services, Variable Annuity Life Insurance Co., Morgan Stanley Smith Barney LLC, Variable Annuity Life Insurance Company, Newport Group, Inc., Fidelity Investments, Ascensus, Aetna Life Insurance Company, and Ubs Financial Services Inc.
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