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 $12 million to $136 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 | The Sylvan C Herman Foundation | 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 127 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 Morningstar, JP Morgan Chase, Voya Retirement Insurance and Annuity Co., The Segal Company, Capfinancial Partners, LLC, Ubs Financial Services, Inc., Fidelity Investments Institutional, Metlife Insurance Company, Oppenheimer, and Prudential.
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