Mckayla
Johnson

Retirable

CRD#7100719
Investment Advisor
in New York, NY

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About this Advisor

Mckayla Johnson is a financial advisor who works in New York, New York with a total of 1 year of relevant experience. Johnson is an employee of Retirable. Over the course of their career, Johnson has held roles 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, Rosendale Intermediate School, Laconia High School, University Of Wisconsin - Madison and Retirable. Johnson holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Retirable is an advisory company based out of New York, NY. It administers $20 million in assets across its 231 accounts, making it one of the smaller firms in the United States by assets under management. Of its 231 client accounts, 20% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types billed by Retirable likely include any combination of asset-based 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, 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

$20,230,771

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

15

NY Average: 88
Total Number of Accounts

231

NY Average: 3,892
Average Account Size

$87,579

NY Average: $1,917,921

Investment Advisory Services

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

Mckayla Johnson Work History

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

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

2011 - 2013 (2 years)

Rosendale Intermediate School

*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 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

Sami Boghos
New York, NY
Adrian Rodriguez
New York, NY
Mckayla Johnson
New York, NY
Schaefer Harrison
New York, NY
Eric Schwartz
New York, NY
Nicholas Mancuso
New York, NY
Michael Coleman
New York, NY
Robert End
New York, 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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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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