Stephane
Johnston

Bancwest Investment Services, Inc

CRD#5785903
Investment Advisor
in New York, NY

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About this Advisor

Stephane Johnston is a financial advisor who works out of New York, New York, who has been in the industry for 10 years. Johnston is an employee of Bancwest Investment Services, Inc. During their career, Johnston has held roles at Bank Of The West, Fisher Investments LLC and Bancwest Investment Services. Johnston holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and New Jersey. Bancwest Investment Services, Inc is a financial advisory firm that has its headquarters in New York, New York. The firm has offices in 547 locations and a total of 361 employees. It controls $2 billion in assets under management among its 8,147 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 8,147 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in investable assets. Bancwest Investment Services, Inc offers a set of services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management typically are based on which services the firm provides the client. Fee types billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

787 Seventh Ave 36Th Floor
New York, NY 10019

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,531,290,151

NY Average: $1,978,216,465
Total Number of Employees

361

NY Average: 226
Total Number of Accounts

8,147

NY Average: 7,467
Average Account Size

$187,958

NY Average: $264,928

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Stephane Johnston Work History

Stephane has 11 years of experience.

2016 - Present (4 years)

Bancwest Investment Services

2016 - Present (4 years)

Bank Of The West

2014 - 2016 (2 years)

Fisher Investments LLC

2010 - 2014 (4 years)

Bank Of The West

Disclosures

Stephane Johnston has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

John Mathison
Anoka, MN
Gianluca Paci
Los Angeles, CA
Milap Shah
Albuquerque, NM
John Lee
Palo Alto, CA
Hamza Farooquee
Tustin, CA
Saba Jahanian
Santa Monica, CA
Dimitre Ivanov
New York, NY
Angela Reynolds
Los Angeles, CA

This content was compiled from the SEC and FINRA.

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