Morgan Stanley Wealth Management is a firm that provides financial advisor, investment management, commercial bank, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Michigan and New York (although they are present in other states as well).
Most Morgan Stanley Wealth Management clients are health and welfare funds, libraries and archives, legal services, community colleges and junior colleges, hospitals, residential intellectual and developmental disability facilities, and grantmaking foundations with revenues ranging from $4.0 million to $152 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Fidelity Investments Charitable Gift Fund | 501(c)(3) | Boston, MA | ||
| 2 | Trout Unlimited | 501(c)(3) | Arlington, VA | ||
| 3 | Ben Appelbaum Foundation | 501(c)(3) | New York, NY | ||
| 4 | Seattle Public Library Foundation | 501(c)(3) | Seattle, WA | ||
| 5 | Rocky Mountain Human Services | 501(c)(3) | Denver, CO | ||
| 6 | Judson | 501(c)(3) | Cleveland, OH | ||
| 7 | Reid Hospital and Health Care Services | 501(c)(3) | Richmond, IN | ||
| 8 | CBD College | 501(c)(3) | Los Angeles, CA | ||
| 9 | Community Legal Aid (CLA) | 501(c)(3) | Worcester, MA | ||
| 10 | Trucking Employees of North Jersey Welfare Fund | 501(c)(9) | Union City, NJ | ||
| ... | and 10 more Morgan Stanley Wealth Management not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley Wealth Management in the nonprofit sector include Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Sei, RBC Capital Markets, Ubs Financial Services, Alerus Financial, N.a., Wilmington Trust, Matrix Trust Company, Fidelity, and Raymond James and Associates.
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