Cause IQ vendor profile

Morgan Stanley Smith Barney LLC


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, outpatient health care practitioners and facilities, hospitals, and labor unions with revenues ranging from $12 million to $119 million.

Primary location:
New York, NY
All locations:
NY, NJ, WV, MI, MD, DC, CO, CA, NE, RI
Identified clients:
133
Avg client size:
$71 mil revenue
Median client size:
$23 mil revenue

Morgan Stanley Smith Barney LLC client list

 NameTypeLocation
1Society for Human Resource Management (SHRM)501(c)(6)Alexandria, VA
2National School Boards Association (NSBA)501(c)(3)Alexandria, VA
3Amalgamated Transit Union (ATU)501(c)(5)Silver Spring, MD
4National Rifle Association (NRA)501(c)(4)Fairfax, VA
5GS1 Us501(c)(6)Ewing, NJ
6Allendale Association501(c)(3)Lake Villa, IL
7Heluna Health Phfe (PHFE)501(c)(3)City of Industry, CA
8Froedtert South501(c)(3)Kenosha, WI
9Arc Thrift Stores501(c)(3)Lakewood, CO
10Aurora Medical Center Bay Area (BAMC)501(c)(3)Milwaukee, WI
...and 123 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 Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Ascensus, Massachusetts Mutual Life Insurance Co., Newport Group, Inc., Fidelity Investments, RBC Wealth Management, Ubs Financial Services Inc, Aetna Life Insurance Company, and Voya Retirement Insurance and Annuity Co..

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!