Stephane
Johnston

Bancwest Investment Services, Inc

CRD#5785903
Investment Advisor
in New York, NY

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About this Advisor

Stephane Johnston is an advisor in New York, New York. Currently a registered financial advisor with Bancwest Investment Services, Inc, they have accrued 11 years of professional experience as a registered investment advisor. Johnston maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Johnston is registered to work with customers based out of Connecticut and New Jersey. Over the course of their career, they have held roles at Bank Of The West, Fisher Investments LLC and Bancwest Investment Services. Bancwest Investment Services, Inc is located in New York, New York, and operates out of 460 additional offices throughout the nation. As a company, Bancwest Investment Services, Inc manages $2 billion in assets throughout 8,995 client accounts and retains more than 343 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Bancwest Investment Services, Inc provides portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include 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

$1,771,143,095

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

343

NY Average: 226
Total Number of Accounts

8,995

NY Average: 7,467
Average Account Size

$196,903

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)

Saba Jahanian
Santa Monica, CA
Robert Homar Lopez
New York, NY
Ashley Hamilton
Tempe, AZ
Batkhuu Batjargal
Oakley, CA
Deny Delgadillo
Pasadena, CA
John Mathison
Anoka, MN
Lila Anderson
Omaha, NE
Jordan Kalinowski
Casper, WY

This content was compiled from the SEC and FINRA.

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