Cause IQ vendor profile

Morgan Stanley Smith Barney LLC

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.

Primary location:
New York, NY
All locations:
Identified clients:
Avg client size:
$43 mil revenue
Median client size:
$22 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
3HASC Center501(c)(3)Brooklyn, NY
4The California Institute for Biomedical Research (Calibr)501(c)(3)La Jolla, CA
5The Community Builders (TCB)501(c)(3)Boston, MA
6Lifesource / Upper Midwest Organ Procurement Organization Inc / Lifesource501(c)(3)Minneapolis, MN
7The Elizabeth Hospice501(c)(3)Escondido, CA
8The Bronx Defenders501(c)(3)Bronx, NY
9The Pasadena Center Operating Company501(c)(4)Pasadena, CA
10PIBLY Residential Programs501(c)(3)Bronx, NY
...and 85 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, 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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