Lilly Ann Johnsen
Investment adviser representative at First Manhattan Co. LLC
12 yearsExperience
2 statesRegistered in
$38.1BFirm assets
49 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- First Manhattan Co. LLCNov 2024 to now
- UnemployedApr 2024 to Nov 2024
- Morgan Stanley Private Bank, N.A.Nov 2022 to Apr 2024
- Morgan Stanley Smith Barney LLCAug 2022 to Apr 2024
- University of MiamiAug 2021 to May 2022
- Sf InvestmentsJun 2021 to Aug 2021
- Bank of America Merrill LynchJun 2020 to Aug 2020
- University of Miami Technology LabFeb 2019 to May 2021
- University of Miami Camner Center for Academic ResourcesJan 2019 to May 2019
- University of MiamiAug 2017 to May 2021
- Darien High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
First Manhattan Co. LLC
$38.1BAssets managed
6,294Clients
66Advisers
49 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
- 7265993
- Firm CRD
- 325281