Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Based in New York, New York, Timothy Egan is a fiduciary financial advisor with 4 years of industry experience. Timothy has been with First Manhattan since 2026; before that, Timothy spent three years at Morgan Stanley and less than a year at Citigroup Global Markets. First Manhattan offers financial planning, investment management, and private fund management and is paid through a percentage of assets and performance-based fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
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 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowFirst Manhattan Co. LLCCurrent firm
- 2023 – 2026Morgan StanleyPreviously
- Mar 2023 – Jul 2023Citigroup Global Markets Inc.Previously
Contact Timothy
(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 Timothy
Tailored to Timothy’s registration and firm.
- 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 Timothy
How do I contact Timothy?
Call First Manhattan at (212) 756-3300 and ask for Timothy Egan. Timothy works from the New York, NY office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Timothy hold?
Series 66. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
First Manhattan reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Timothy 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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