Morgan Stanley
47yrs
Top advisor by experience in New York
28yrs
Based in New York, New York, Daniel Helmick is a financial advisor with 28 years of industry experience. Daniel has been with First Manhattan since 2023. First Manhattan offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
At a glance
Experience28 years (since 1999)
How that compares ?Top 16% by experience in New York
Office399 Park Avenue, New York, NY 10022
FirmFirst Manhattan
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$5.58 million
Advisors at the firm66
States licensed ?1 state
Services through First Manhattan
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consulting
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowFirst Manhattan Co. LLCCurrent firm
Contact Daniel
(212) 756-3300First Manhattan main office 399 Park AvenueNew York, NY 10022Office · Get directions Firm websitewww.firstmanhattan.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call First Manhattan at (212) 756-3300 and ask for Daniel Helmick. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1999, about 28 years. Top 16% by experience in New York.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
First Manhattan reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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