Beirne.
46yrs
Top 1% by experience in Connecticut
16yrs
John Halip is a fiduciary financial advisor in Darien, Connecticut, with 16 years in the industry. John joined Morgan Stanley in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 136 advisors with offices in Darien, and one of 129 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
OfficeDarien, CT
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
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.
Career
- 2019 – nowMorgan StanleyCurrent firm
Contact John
(914) 225-5510Firm headquarters in Purchase, NY. Ask for John. Darien, CTOffice · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
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 Halip. John works from the Darien, CT office.
How long has John been a financial advisor?
John has been in the industry since 2011, about 16 years. More experience than 51% of advisors nationwide.
What licenses does John hold?
Series 63, Series 65. 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Bourgeon Capital Management
46yrs
Top 1% by experience in Connecticut
Merrill
44yrs
Top 1% by experience in Connecticut
Vanderbilt Advisory Services
43yrs
Top 2% by experience in Connecticut
Investors Capital Management
42yrs
Top 2% by experience nationwide
Stone Blue Capital
42yrs
Top 2% by experience nationwide