Morgan Stanley Smith Barney LLC 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 LLC clients are health and welfare funds and outpatient health care practitioners and facilities with revenues ranging from $14 million to $89 million.
|1||Society for Human Resource Management (SHRM)||501(c)(6)||Alexandria, VA|
|2||Amalgamated Transit Union - (ATU)||501(c)(5)||Silver Spring, MD|
|3||HASC Center||501(c)(3)||Brooklyn, NY|
|4||The California Institute for Biomedical Research (Calibr)||501(c)(3)||La Jolla, CA|
|5||The Community Builders (TCB)||501(c)(3)||Boston, MA|
|6||Lifesource / Upper Midwest Organ Procurement Organization Inc / Lifesource||501(c)(3)||Minneapolis, MN|
|7||The Elizabeth Hospice||501(c)(3)||Escondido, CA|
|8||The Bronx Defenders||501(c)(3)||Bronx, NY|
|9||The Pasadena Center Operating Company||501(c)(4)||Pasadena, CA|
|10||PIBLY Residential Programs||501(c)(3)||Bronx, NY|
|...||and 85 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 Ubs Financial Services, Valic, Wells Fargo Bank, Aetna Life Insurance Company, Newport Group, Inc., Variable Annuity Life Insurance Co., Fidelity Investments, Ubs Financial Services Inc, Ascensus, and Merrill Lynch Pierce Fenner and Smith.
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