Erik
Johnston

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7077406
Investment Advisor
in Missoula, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Erik Johnston is a financial advisor operating out of Missoula, Montana, who has 13 years of financial industry experience. Johnston is on the advisory team at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, The University Of Montana, Rivertop Renewables and Bank Of America, N.A. Johnston has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Montana. Merrill Lynch, Pierce, Fenner & Smith Inc is a business that has its headquarters in Missoula, Montana. The investment advisory business has offices in 3,270 locations and a total of 36,383 advisors. It manages $962 billion in assets across its 2,529,169 accounts, making it one of the largest firms in the country by assets under management. The firm advises 4,927 charities and foundations. Of its 2,529,169 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually depend on which services are provided. However, fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

330 N Higgins Ave
Missoula, MT 59807

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

MT Average: $7,464,549,021
Total Number of Employees

36,383

MT Average: 88
Total Number of Accounts

2,529,169

MT Average: 3,892
Average Account Size

$380,383

MT Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Erik Johnston Work History

Erik has 13 years of experience.

2019 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - Present (2 years)

Bank Of America, N.A

2019 - 2019 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2018 (1 year)

The University Of Montana

2011 - 2016 (5 years)

Rivertop Renewables

2007 - 2011 (4 years)

The University Of Montana

Disclosures

Erik Johnston has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Chandler, AZ
Jacob Church
Henderson, NV
Ryan Harrison
Pennington, NJ
Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started