Vivien
Johnson

Pathstone

CRD#5868570
Investment Advisor
in Englewood, NJ

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About this Advisor

Vivien Johnson is a certified financial planner and chartered financial analyst based out of Englewood, New Jersey, with a total of 1 year of industry experience. Johnson works at Pathstone. Throughout their career, Johnson has worked at Seaside National Bank And Trust, Morgan Stanley, Water Oak Advisors, Eaton Vance Wateroak Advisors, Pathstone and Allegiance Financial Group. Johnson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Pathstone is a financial advisory firm headquartered in Englewood, NJ. The company has offices in 15 locations and a total of 297 employees. It controls $25 billion in assets under management among its 18,943 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 49 charitable organizations. Of its 18,943 accounts, 77% are associated with high-net-worth clients who have more than $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types billed by Pathstone can include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

10 Sterling Blvd Suite 402
Englewood, NJ 07631

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Pathstone Brokerage Details

Total Assets Under Management

$24,835,859,938

NJ Average: $10,121,009,343
Total Number of Employees

297

NJ Average: 92
Total Number of Accounts

18,943

NJ Average: 6,978
Average Account Size

$1,311,084

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Vivien Johnson Work History

Vivien has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Pathstone

2020 - 2022 (2 years)

Eaton Vance Wateroak Advisors

2019 - 2020 (1 year)

Water Oak Advisors

2016 - 2019 (3 years)

Morgan Stanley

2014 - 2016 (2 years)

Seaside National Bank And Trust

2010 - 2014 (4 years)

Allegiance Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Vivien Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pathstone

Blaire Busto
Seattle, WA
Mariah Maines
Englewood, NJ
Carly Bradshaw
Bellevue, WA
John Dewitt
Winter Park, FL
Gregory Mendoza
Winter Park, FL
John Elmes
Englewood, NJ
Patrick Mcnamara
Englewood, NJ
Matthew Fleissig
Englewood, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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