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, outpatient health care practitioners and facilities, and grantmaking foundations with revenues ranging from $12 million to $165 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United Steelworkers USW | 501(c)(5) | Pittsburgh, PA | ||
| 2 | Society for Human Resource Management (SHRM) | 501(c)(6) | Alexandria, VA | ||
| 3 | Club Management Association of America (CMAA) | 501(c)(6) | Alexandria, VA | ||
| 4 | National Rifle Association (NRA) | 501(c)(4) | Fairfax, VA | ||
| 5 | GS1 Us | 501(c)(6) | Ewing, NJ | ||
| 6 | Westridge School | 501(c)(3) | Pasadena, CA | ||
| 7 | The Sylvan C Herman Foundation | 501(c)(3) | Washington, DC | ||
| 8 | Midatlantic Employers Association (MEA) | 501(c)(6) | King of Prussia, PA | ||
| 9 | Heluna Health Phfe (PHFE) | 501(c)(3) | City of Industry, CA | ||
| 10 | New York Independent System Operator / Cheryl Hussey (NYISO) | 501(c)(3) | Rensselaer, NY | ||
| ... | and 130 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 Milliman, Charles Schwab and Co., Inc., Morgan Stanley Smith Barney, Lincoln National Corporation, Metlife Insurance Company, Aetna Inc, Morgan Stanley, Oppenheimer, Prudential, and Reliance Trust Company.
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