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 with revenues ranging from $12 million to $121 million.

Primary location:
New York, NY
All locations:
Identified clients:
Avg client size:
$72 mil revenue
Median client size:
$24 mil revenue

Morgan Stanley Smith Barney LLC client list

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 125 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 Voya Retirement Insurance and Annuity Co., Fidelity Investments Institutional, Ubs Financial Services, Inc., Morningstar, The Segal Company, Capfinancial Partners, LLC, JP Morgan Chase, Variable Annuity Life Insurance Co., Ascensus, and Massachusetts Mutual Life Insurance Co..

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