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, grantmaking foundations, and labor unions with revenues ranging from $12 million to $143 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Society for Human Resource Management (SHRM) | 501(c)(6) | Alexandria, VA | ||
| 2 | National School Boards Association (NSBA) | 501(c)(3) | Alexandria, VA | ||
| 3 | Amalgamated Transit Union (ATU) | 501(c)(5) | Silver Spring, MD | ||
| 4 | National Rifle Association (NRA) | 501(c)(4) | Fairfax, VA | ||
| 5 | GS1 Us | 501(c)(6) | Ewing, NJ | ||
| 6 | The Sylvan C Herman Foundation | 501(c)(3) | Washington, DC | ||
| 7 | Heluna Health Phfe (PHFE) | 501(c)(3) | City of Industry, CA | ||
| 8 | Froedtert South | 501(c)(3) | Kenosha, WI | ||
| 9 | Arc Thrift Stores | 501(c)(3) | Lakewood, CO | ||
| 10 | The Community Builders (TCB) | 501(c)(3) | Boston, MA | ||
| ... | and 121 more Morgan Stanley Smith Barney LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Morgan Stanley Smith Barney LLC in the nonprofit sector include Morningstar, Ubs Financial Services, Inc., Capfinancial Partners, LLC, Fidelity Investments Institutional, JP Morgan Chase, Voya Retirement Insurance and Annuity Co., Adp, The Segal Company, Commonwealth Financial Network, and Raymond James and Associates.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.