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 works at Bancwest Investment Services, Inc. Throughout their career, Johnston has worked at Asucla, Bank Of The West, Fisher Investments LLC and Bancwest Investment Services. Johnston has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California, New Jersey and Connecticut. Bancwest Investment Services, Inc is an advisory business that has its headquarters in New York, New York. The firm has offices in 525 locations and a total of 358 financial advisors. It controls $2 billion in total assets across its 7,801 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 7,801 client accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in investable assets. Bancwest Investment Services, Inc offers a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees are based on the type of financial services offered. However, fees billed by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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 10 years of experience.

2016 - Present (3 years)

Bancwest Investment Services

2016 - Present (3 years)

Bank Of The West

2014 - 2016 (2 years)

Fisher Investments LLC

2010 - 2014 (4 years)

Bank Of The West

2008 - 2009 (1 years)

Asucla

Disclosures

Stephane Johnston has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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