Cause IQ vendor profile

Morgan Stanley Smith Barney LLC

Morgan Stanley Smith Barney LLC is a firm that provides insurance agent or broker, financial advisor, investment management, 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 LLC clients are health and welfare funds and outpatient health care practitioners and facilities with revenues ranging from $14 million to $81 million.

Primary location:
New York, NY
All locations:
Identified clients:
Avg client size:
$42 mil revenue
Median client size:
$21 mil revenue

Morgan Stanley Smith Barney LLC client list

1Society for Human Resource Management (SHRM)501(c)(6)Alexandria, VA
2Amalgamated Transit Union - (ATU)501(c)(5)Silver Spring, MD
3The California Institute for Biomedical Research (Calibr)501(c)(3)La Jolla, CA
4The Community Builders (TCB)501(c)(3)Boston, MA
5Ralph C Wilson Jr Foundation501(c)(3)Detroit, MI
6Upper Midwest Organ Procurement Organization / Lifesource501(c)(3)Minneapolis, MN
7The Bronx Defenders501(c)(3)Bronx, NY
8The Elizabeth Hospice501(c)(3)Escondido, CA
9The Pasadena Center Operating Company501(c)(4)Pasadena, CA
10Bedford-Stuyvesant Family Health Center (BSFHC)501(c)(3)Brooklyn, NY
...and 89 more Morgan Stanley Smith Barney LLC not-for-profit tax-exempt clients identified by Cause IQ

Morgan Stanley Smith Barney LLC competitors

Competitors to Morgan Stanley Smith Barney LLC in the nonprofit sector include Ubs Financial Services Inc, Aetna Life Insurance Company, Variable Annuity Life Insurance Company, Newport Group, Inc., Fidelity Investments, Ascensus, Variable Annuity Life Insurance Co., Ubs Financial Services, Merrill Lynch Pierce Fenner and Smith, and Nationwide Life Insurance Company.

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