Morgan Stanley
47yrs
Top advisor by experience in New York
32yrs
John Mannix
Financial advisor at Morgan Stanley
At a glance
Experience32 years (since 1994)
How that compares ?Top 10% by experience in New York
Office55 East 52nd Street 12th Floor, New York, NY 10055
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Jul 2025 – nowMorgan StanleyCurrent firm
- 2015 – 2025Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- 2009 – 2015Barclays Capital Inc.Previously
- 2003 – 2008Lehman Brothers Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Morgan Stanley at 914-225-5510 and ask for John Mannix. John works from the New York, NY office.
How long has John been a financial advisor?
John has been in the industry since 1994, about 32 years. Top 10% by experience in New York.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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