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 $13 million to $73 million.

Primary location:
New York, NY
All locations:
NY, CO, 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
3HASC Center501(c)(3)Brooklyn, NY
4The Community Builders (TCB)501(c)(3)Boston, MA
5LifeSource501(c)(3)Minneapolis, MN
6The Elizabeth Hospice501(c)(3)Escondido, CA
7The Bronx Defenders501(c)(3)Bronx, NY
8The Pasadena Center Operating Company501(c)(4)Pasadena, CA
9PIBLY Residential Programs501(c)(3)Bronx, NY
10California Nurses Association501(c)(5)Oakland, CA
...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 Ubs Financial Services, Ascensus, Variable Annuity Life Insurance Co., Nationwide Life Insurance Company, Prudential, Vanguard Energy Services LLC, Valic, Newport Group, Inc., Fidelity Investments, and Aetna Life Insurance Company.

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