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 outpatient health care practitioners and facilities with revenues ranging from $12 million to $177 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 | Specialty Equipment Market Association (SEMA) | 501(c)(6) | Diamond Bar, CA | ||
| 7 | Westridge School | 501(c)(3) | Pasadena, CA | ||
| 8 | The Sylvan C Herman Foundation | 501(c)(3) | Washington, DC | ||
| 9 | Midatlantic Employers Association (MEA) | 501(c)(6) | King of Prussia, PA | ||
| 10 | Froedtert South | 501(c)(3) | Kenosha, WI | ||
| ... | and 132 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, Minnesota Life Insurance Company, Voya Retirement Insurance and Annuity Co., JP Morgan Chase, Capfinancial Partners, LLC, Adp, Ubs Financial Services, Inc., Fidelity Investments Institutional, The Segal Company, and Cetera Advisor Networks, LLC.
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