Morgan Stanley
47yrs
Top advisor by experience in New York
New
Connor Monahan is a fiduciary financial advisor in New York, New York, registered since Aug 2026. Connor has been with Melius Research since 2026. The firm is paid through hourly fees, subscription fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office152 W. 57th St. 6th Floor, New York, NY 10019
FirmMelius Research
How the firm is paid ?Hourly, Subscription, Flat fee
Advisors at the firm24
States licensed ?1 state
Services through Melius Research
Other 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.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowMelius ResearchCurrent firm
Contact Connor
(212) 503-6205Melius Research main office 152 W. 57th St. 6th FloorNew York, NY 10019Office · Get directions Firm websitewww.meliusresearch.com
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Questions to ask Connor
Tailored to Connor’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Connor
How do I contact Connor?
Call Melius Research at (212) 503-6205 and ask for Connor Monahan. Connor works from the New York, NY office.
How long has Connor been a financial advisor?
Connor is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Connor hold?
Series 65. Tap any license on this page to see what it allows.
Is Connor a fiduciary?
Connor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Connor paid?
Melius Research reports being paid by hourly fees, subscription fees, flat or fixed fees. Ask Connor 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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