Bancwest Investment Services, Inc
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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
Years of Experience
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Bancwest Investment Services, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephane Johnston Work History
Stephane has 11 years of experience.
Bancwest Investment Services
Bank Of The West
Fisher Investments LLC
Bank Of The West
Stephane Johnston has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bancwest Investment Services, Inc (Bwis)
Santa Monica, CA
New York, NY