Morgan Stanley Smith Barney LLC is a firm that provides financial advisor, insurance agent or broker, investment management, commercial bank, 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 LLC clients are health and welfare funds with revenues ranging from $13 million to $137 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Society for Human Resource Management (SHRM) | 501(c)(6) | Alexandria, VA | ||
| 2 | National School Boards Association (NSBA) | 501(c)(3) | Alexandria, VA | ||
| 3 | Amalgamated Transit Union (ATU) | 501(c)(5) | Silver Spring, MD | ||
| 4 | National Rifle Association (NRA) | 501(c)(4) | Fairfax, VA | ||
| 5 | GS1 Us | 501(c)(6) | Ewing, NJ | ||
| 6 | Allendale Association | 501(c)(3) | Lake Villa, IL | ||
| 7 | S.C. Herman & Associates | 501(c)(3) | Washington, DC | ||
| 8 | Heluna Health Phfe (PHFE) | 501(c)(3) | City of Industry, CA | ||
| 9 | Froedtert South | 501(c)(3) | Kenosha, WI | ||
| 10 | Arc Thrift Stores | 501(c)(3) | Lakewood, CO | ||
| ... | and 126 more Morgan Stanley Smith Barney LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley Smith Barney LLC in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Morningstar, Fidelity Investments Institutional, Ubs Financial Services, Inc., JP Morgan Chase, Capfinancial Partners, LLC, The Segal Company, Commonwealth Financial Network, Lincoln National Life Insurance, and Global Retirement Partners LLC.
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