Cause IQ vendor profile

Morgan Stanley Smith Barney LLC

Morgan Stanley Smith Barney LLC is a firm that provides investment management, insurance agent or broker, financial advisor, commercial bank, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York and California (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, and labor unions with revenues ranging from $10 million to $116 million.

Primary location:
New York, NY
All locations:
Identified clients:
Avg client size:
$55 mil revenue
Median client size:
$21 mil revenue

Morgan Stanley Smith Barney LLC client list

1Society for Human Resource Management (SHRM)501(c)(6)Alexandria, VA
2The Thresholds501(c)(3)Chicago, IL
3National School Boards Association (NSBA)501(c)(3)Alexandria, VA
4Amalgamated Transit Union (ATU)501(c)(5)Silver Spring, MD
5National Rifle Association (NRA)501(c)(4)Fairfax, VA
6Specialty Equipment Market Association (SEMA)501(c)(6)Diamond Bar, CA
7The Washington Home501(c)(3)Washington, DC
8Froedtert South501(c)(3)Kenosha, WI
9Ralph C Wilson Jr Foundation501(c)(3)Detroit, MI
10Aurora Medical Center Bay Area (BAMC)501(c)(3)Milwaukee, WI
...and 128 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 Fidelity Investments Institutional, Capfinancial Partners, LLC, Ubs Financial Services, Global Retirement Partners LLC, Valic, Merrill Lynch, Wells Fargo Bank, Variable Annuity Life Insurance Co., Newport Group, Inc., and Ascensus.

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