Douglas
Johnston

Blank Equity Management LLC

CRD#2036960
Investment Advisor
in Port Washington, NY

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About this Advisor

Douglas Johnston is a financial advisor based out of Port Washington, New York who has 1 year of industry experience. Johnston is an employee of Blank Equity Management LLC. Over the course of their career, Johnston has held roles at Thompson Research Group, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A and Blank Equity Management LLC. Johnston holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in New York. Blank Equity Management LLC is an advisory company with a branch in Port Washington, New York. It controls $79 million in total assets between its 330 accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 330 client accounts, 21% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees largely are based on which services the firm provides the client. However, fees billed by Blank Equity Management LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Port Washington, NY

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Blank Equity Management LLC Brokerage Details

Total Assets Under Management

$79,153,214

Total Number of Employees

2

Total Number of Accounts

330

Average Account Size

$239,858

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Douglas Johnston Work History

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

2017 - Present (7 years)

Blank Equity Management LLC

2016 - 2017 (1 year)

Morgan Stanley Smith Barney LLC

2016 - 2017 (1 year)

Morgan Stanley Private Bank, N.A

2012 - 2014 (2 years)

Thompson Research 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 Douglas Johnston 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 Blank Equity Management LLC

Douglas Johnston
Port Washington, NY
Matthew Blank
Port Washington, NY

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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