Matthew
Johnson
Mccollum Christoferson Group, LLC
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About this Advisor
Matthew Johnson is a financial advisor based in Buffalo, New York who has 1 year of industry experience. Johnson is on the advisory team at Mccollum Christoferson Group, LLC. During their career, the advisor has held roles at Pizza Hut, Tops Markets, Target, Office Max, Mccollum Christoferson Group LLC and Student. Johnson has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in New York. Mccollum Christoferson Group, LLC is an advisory business based in Buffalo, NY. It oversees $378 million in assets between its 736 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 736 accounts, 18% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely are based on which services the firm provides the client. However, fees billed by Mccollum Christoferson Group, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mccollum Christoferson Group, LLC Brokerage Details
$378,113,283
5
736
$513,741
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Johnson Work History
Matthew has been registered as a financial advisor for 1 years.*
Mccollum Christoferson Group LLC
Office Max
Target
Tops Markets
Pizza Hut
Student
*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 Matthew 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 Mccollum Christoferson Group, LLC
Buffalo, NY
Buffalo, NY
Buffalo, 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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