Jacob Manczyk is a registered investment advisor at Morgan Stanley, based in New York, NY, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
January 2019 - Present · 7 yrs 4 mos
Morgan Stanley
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
RBC Capital Markets, LLCBroker
March 2018 - December 2018 · 9 mos
RBC Capital Markets, LLC
March 2018 - December 2018 · 9 mos
Morgan Stanley
June 2015 - March 2018 · 2 yrs 9 mos
Morgan StanleyBroker
June 2015 - March 2018 · 2 yrs 9 mos
J.P. Morgan Securities LLC
September 2013 - June 2015 · 1 yr 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2015 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
June 2010 - October 2012 · 2 yrs 4 mos
E*trade Securities LLCBroker
December 2008 - July 2009 · 7 mos
Westlb Securities INC.Broker
January 2005 - July 2007 · 2 yrs 6 mos
Deutsche Bank Securities INC.Broker
November 1997 - February 2003 · 5 yrs 3 mos
Paulson Investment Company, INC.Broker
December 1996 - January 1997 · 1 mo
State Registrations44 states
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Exams
No exam information available for this advisor.