Morgan Stanley Smith Barney is a firm that provides financial advisor, investment management, commercial bank, insurance agent or broker, 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 clients are health and welfare funds, grantmaking foundations, and outpatient health care practitioners and facilities with revenues ranging from $8.3 million to $107 million.
Previous legal names, trade names, or just variations of their name include: Morgan Stanley Smith Barney, LLC; Morgan Stanley Smith Barney LL; and Morgan Stanley Smith and Barney LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | International Fund for Animal Welfare (IFAW) | 501(c)(3) | Washington, DC | ||
| 2 | Aids Project Los Angeles (APLA) | 501(c)(3) | Los Angeles, CA | ||
| 3 | Unidos Investment Fund (SIFLR) | 501(c)(3) | Washington, DC | ||
| 4 | Robert Wood Johnson University Hospital (RWJUH) | 501(c)(3) | New Brunswick, NJ | ||
| 5 | Cornelia T Bailey Charitable Trust / Eileen J Daly Ttee | 501(c)(3) | West Palm Beach, FL | ||
| 6 | Parker Jewish Institute for Health Care and Rehabilitation | 501(c)(3) | New Hyde Park, NY | ||
| 7 | Signature Health | 501(c)(3) | Willoughby, OH | ||
| 8 | Apla Health | 501(c)(3) | Los Angeles, CA | ||
| 9 | Cornelia T Bailey Charitable Trust | 501(c)(3) | West Palm Beach, FL | ||
| 10 | Children's Bureau | 501(c)(3) | Los Angeles, CA | ||
| ... | and 122 more Morgan Stanley Smith Barney not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley Smith Barney in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Morningstar, Ubs Financial Services, Inc., Fidelity Investments Institutional, Capfinancial Partners, LLC, The Segal Company, JP Morgan Chase, Lincoln National Life Insurance, Commonwealth Financial Network, and Global Retirement Partners LLC.
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