Cause IQ vendor profile

Morgan Stanley Smith Barney LLC


Morgan Stanley Smith Barney LLC is a firm that provides financial advisor, investment management, 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, outpatient health care practitioners and facilities, and labor unions with revenues ranging from $15 million to $71 million.

Primary location:
New York, NY
All locations:
NY, RI
Identified clients:
92
Avg client size:
$42 mil revenue
Median client size:
$21 mil revenue

Morgan Stanley Smith Barney LLC client list

 NameTypeLocation
1Society for Human Resource Management (SHRM)501(c)(6)Alexandria, VA
2Amalgamated Transit Union (ATU)501(c)(5)Silver Spring, MD
3American Bureau of Shipping (ABS)501(c)(6)Houston, TX
4Northeast Carpenters Funds501(c)(9)Edison, NJ
5Walton EMC501(c)(12)Monroe, GA
6H&GL Welfare Fund501(c)(9)Newark, NJ
7United Association of Journeymen & Apprentices of the Plumbing & Pipe (PPF)501(c)(5)Annapolis, MD
8California Nurses Association (CNA)501(c)(5)Oakland, CA
9Oneida Healthcare (OHC)501(c)(3)Oneida, NY
10The Community Builders (TCB)501(c)(3)Boston, MA
...and 82 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 Tiaa-Teachers Insurance and Annuity, Ubs Financial Services, Variable Annuity Life Insurance Co., Nationwide Life Insurance Company, Prudential, Ascensus, Vanguard Energy Services LLC, Aetna Life Insurance Company, Newport Group, Inc., and Fidelity Investments.

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