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Michael Manneh

Investment adviser representative at Morgan Stanley
24 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. Morgan StanleyJan 2026 to now
  2. Morgan Stanley Private Bank, N.ADec 2025 to now
  3. Morgan Stanley Smith Barney LLCNov 2025 to now
  4. Flagtar Private BankJun 2023 to Nov 2025
  5. First Republic BankJun 2002 to Jun 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2025
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5058558
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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