
Justin Maniscalco, CFP®, CFA®, CAIA
Financial Advisor,
Alternative Investments Director,
Portfolio Manager,
Workplace Advisor - Equity Compensation
Direct:
(516) 336-0870(516) 336-0870

My Mission Statement
To have a positive impact on the lives of our clients. To support their endeavors. To be deemed a trusted advisor.
My Story & Services
As a Financial Advisor and Portfolio Manager for the Veritas Group, I focus on the team’s financial planning, investment management, and due diligence initiatives. Given my background, one area in which I specialize is integrating alternative investments such as private equity, private credit, private real estate, and hedge funds, where suitable, to enhance our clients' traditional asset allocation strategies.
Before joining the Veritas Group in 2022, I accumulated 8 years of experience in the financial services sector. Initially, I was a part of a Wealth Management team at Fidelity Investments servicing clients who typically worked in the Alternative Investments industry. Later, I joined Morgan Stanley's Alternative Investments team, collaborating closely with financial advisors on the West Coast to develop and expand alternative investment allocations within client portfolios.
The Veritas Group is multi-generational by design. Understanding that we are on the cusp of the largest ever transfer of wealth between generations, our team partners with our clients and their families to ensure a smooth and efficient transition. Leveraging the extensive infrastructure and resources of Morgan Stanley, we offer comprehensive solutions including intricate wealth management strategies, such as alternative investments, tax-efficient approaches to investing and estate planning, and private banking services. Personally, I am on the relentless pursuit of the truth, both within the investment realm and the needs and aspirations of our clients. This is why our team name resonates with me so strongly. I find immense satisfaction in helping clients worry less about one of the most important elements of life - financial security.
I am a 2013 graduate of Bentley University, where I earned a Bachelors of Science in Finance with a minor in Mandarin. During my time at Bentley, I had the privilege of spending approximately six months studying at the Shanghai University of Finance and Economics and Fudan University. I hold the designation of a CFP®, a Chartered Financial Analyst (CFA®) charter holder, and a Chartered Alternative Investment Analyst (CAIA®) charter holder.
In my spare time, I enjoy spending time with my wife, Kate, and our two King Charles Cavaliers, Cooper and Molly, working on our new house in Huntington, playing in a band, golf, reading, and rooting for the New York Rangers.
Jackie Robinson once said, “A life is not important except in the impact it has on other lives.” Keeping this sentiment close, Kate and I are engaged in training Molly to undergo the Canine Good Citizen (CGC) test and serve as a therapy dog. Giving back to the veteran community is also incredibly important to our family. I am honored to volunteer with Patrol Base Abbate, a non-profit organization run to honor the legacy of Sergeant Matthew Abbate by providing service members and veterans a place to reconnect with their warrior spirit, foster community through shared interests, and re-discover purpose in service to each other, their families, and their communities.
Before joining the Veritas Group in 2022, I accumulated 8 years of experience in the financial services sector. Initially, I was a part of a Wealth Management team at Fidelity Investments servicing clients who typically worked in the Alternative Investments industry. Later, I joined Morgan Stanley's Alternative Investments team, collaborating closely with financial advisors on the West Coast to develop and expand alternative investment allocations within client portfolios.
The Veritas Group is multi-generational by design. Understanding that we are on the cusp of the largest ever transfer of wealth between generations, our team partners with our clients and their families to ensure a smooth and efficient transition. Leveraging the extensive infrastructure and resources of Morgan Stanley, we offer comprehensive solutions including intricate wealth management strategies, such as alternative investments, tax-efficient approaches to investing and estate planning, and private banking services. Personally, I am on the relentless pursuit of the truth, both within the investment realm and the needs and aspirations of our clients. This is why our team name resonates with me so strongly. I find immense satisfaction in helping clients worry less about one of the most important elements of life - financial security.
I am a 2013 graduate of Bentley University, where I earned a Bachelors of Science in Finance with a minor in Mandarin. During my time at Bentley, I had the privilege of spending approximately six months studying at the Shanghai University of Finance and Economics and Fudan University. I hold the designation of a CFP®, a Chartered Financial Analyst (CFA®) charter holder, and a Chartered Alternative Investment Analyst (CAIA®) charter holder.
In my spare time, I enjoy spending time with my wife, Kate, and our two King Charles Cavaliers, Cooper and Molly, working on our new house in Huntington, playing in a band, golf, reading, and rooting for the New York Rangers.
Jackie Robinson once said, “A life is not important except in the impact it has on other lives.” Keeping this sentiment close, Kate and I are engaged in training Molly to undergo the Canine Good Citizen (CGC) test and serve as a therapy dog. Giving back to the veteran community is also incredibly important to our family. I am honored to volunteer with Patrol Base Abbate, a non-profit organization run to honor the legacy of Sergeant Matthew Abbate by providing service members and veterans a place to reconnect with their warrior spirit, foster community through shared interests, and re-discover purpose in service to each other, their families, and their communities.
Securities Agent: AL, OR, WY, DC, SD, VA, MS, NJ, NV, CO, OK, CT, OH, SC, TN, UT, VI, WA, WI, WV, IA, ID, GA, NY, HI, MA, MI, MN, NC, MT, NH, NE, FL, AR, AZ, VT, TX, RI, PR, PA, NM, ND, MO, ME, MD, LA, KY, KS, IN, IL, DE, CA, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 2413426
NMLS#: 2413426
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Expanding Possibilities Beyond Public Markets
We believe alternative investments can play a powerful role in a modern portfolio. From private equity and private credit to real estate and hedge funds, these strategies aim to enhance diversification, reduce exposure to public market volatility, and unlock new sources of return.
📎For a breakdown of the key trends tracked in this space, click the link below.
Our approach focuses on sourcing and curating high-conviction opportunities across private markets—giving clients access to strategies once limited to institutions and endowments.
Why Consider Alternatives?
- Diversification beyond traditional stocks and bonds
- Low correlation to public markets, offering balance during volatility
- Return potential from illiquidity premiums and active strategies
- Access to high-barrier strategies in sectors like energy transition, sports ownership, and technology
We Leverage Access To:
- Private Equity
Growth capital, buyouts, and sector-specific strategies with long-term return potential - Private Credit
Direct lending and specialty finance offering yield and downside resilience - Real Estate & Infrastructure
Institutional-grade property and energy assets offering income and diversification - Hedge Funds
Multi-strategy and opportunistic approaches aimed at generating risk-adjusted alpha - Thematic Alternatives
Blockchain, sports media rights, and impact-oriented infrastructure
📎For a more comprehensive looks at Alternative Investments, click the link below.
Location
Two Jericho Plaza
Jericho, NY 11753
US
Direct:
(516) 336-0870(516) 336-0870
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Justin Maniscalco today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)