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 and grantmaking foundations with revenues ranging from $7.8 million to $104 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 | Club Management Association of America (CMAA) | 501(c)(6) | Alexandria, VA | ||
| 2 | Aids Project Los Angeles (APLA) | 501(c)(3) | Los Angeles, CA | ||
| 3 | David M Crowley Foundation | 501(c)(3) | Dallas, TX | ||
| 4 | Robert Wood Johnson University Hospital (RWJUH) | 501(c)(3) | New Brunswick, NJ | ||
| 5 | Grameen America | 501(c)(3) | Jackson Heights, NY | ||
| 6 | Parker Jewish Institute for Health Care and Rehabilitation | 501(c)(3) | New Hyde Park, NY | ||
| 7 | Signature Health | 501(c)(3) | Mentor, OH | ||
| 8 | Apla Health | 501(c)(3) | Los Angeles, CA | ||
| 9 | Cornelia T Bailey Charitable Trust | 501(c)(3) | West Palm Beach, FL | ||
| 10 | The Bronx Defenders | 501(c)(3) | Bronx, NY | ||
| ... | and 111 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 Minnesota Life Insurance Company, Fidelity Investments Institutional, Cambridge Investment Research Inc, Morningstar, Ubs Financial Services, Inc., Voya Retirement Insurance and Annuity Co., Adp, The Segal Company, JP Morgan Chase, and Capfinancial Partners, LLC.
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