Mckayla
Johnson

Retirable

CRD#7100719
Investment Advisor
in New York, NY

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About this Advisor

Mckayla Johnson is a financial advisor based in New York, New York, working with Retirable. Mckayla has previously held positions at The Vanguard Group, Inc, Laconia, Cedar Creek Meat Marketplace, Polo Ralph Lauren, Fluno Center, Fox River Brewing Company, National Exchange Bank & Trust, University Of Wisconsin - Madison, School Of Human Ecology, Googins Advisors, Cyclebar, Rmb Capital, Aurora Health Care, Laconia High School, University Of Wisconsin - Madison, and Retirable. Mckayla has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Mckayla is part of Retirable, which operates out of New York, New York. The firm has 12 employees and manages assets totaling $60.5 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Retirable includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

41 E 11Th Street 11Th Floor
New York, NY 10003

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Retirable Brokerage Details

Total Assets Under Management

$60,466,660

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

12

NY Average: 88
Total Number of Accounts

429

NY Average: 3,892
Average Account Size

$140,948

NY Average: $1,917,921

Investment Advisory Services

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

Mckayla Johnson Work History

2022 - Present (2 years)

Retirable

2021 - 2022 (1 year)

The Vanguard Group, Inc

2020 - 2020 (< 1 year)

Rmb Capital

2020 - 2021 (1 year)

Aurora Health Care

2019 - 2021 (2 years)

University Of Wisconsin - Madison, School Of Human Ecology

2019 - 2020 (1 year)

Googins Advisors

2019 - 2020 (1 year)

Cyclebar

2018 - 2019 (1 year)

Fluno Center

2018 - 2018 (< 1 year)

Fox River Brewing Company

2018 - 2018 (< 1 year)

National Exchange Bank & Trust

2017 - 2021 (4 years)

University Of Wisconsin - Madison

2016 - 2016 (< 1 year)

Cedar Creek Meat Marketplace

2015 - 2015 (< 1 year)

Laconia

2015 - 2015 (< 1 year)

Cedar Creek Meat Marketplace

2015 - 2017 (2 years)

Polo Ralph Lauren

2013 - 2017 (4 years)

Laconia High School

Disclosures

Please visit the SEC profile of Mckayla 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 Retirable

Michael Coleman
New York, NY
Schaefer Harrison
New York, NY
Mckayla Johnson
New York, NY
Treva Nostdahl
New York, NY
Sami Boghos
New York, NY
Eric Schwartz
New York, NY
Winnie Cheng
New York, NY
Robert End
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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