Gary
Johnston

Facet

CRD#6391106
Investment Advisor
in Philadelphia, PA

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About this Advisor

Gary Johnston is a certified financial planner working in Philadelphia, Pennsylvania with a total of 1 year of relevant experience. Johnston currently works for Facet. Johnston has gained experience at Sei Investments Distribution Co, Manhattan Bagel, Student Calling Center, College Media Solutions, Sei Investments Management Corp, Facet Wealth Management and Virginia Tech. Johnston has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania and Texas. Facet is a financial advisory company operating out of Baltimore, MD. It manages $2 billion in assets under management between its 18,571 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 18,571 client accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in assets. Facet provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely are based on which services the firm provides the client. Fee types charged by Facet typically consist of fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Fixed Fees

Office Location

Philadelphia, PA

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Facet Brokerage Details

Total Assets Under Management

$1,654,740,781

PA Average: $6,889,882,315
Total Number of Employees

275

PA Average: 45
Total Number of Accounts

18,571

PA Average: 765
Average Account Size

$89,103

PA Average: $9,006,382

Investment Advisory Services

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

Gary Johnston Work History

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

2021 - Present (3 years)

Facet Wealth Management

2021 - 2021 (< 1 year)

Facet Wealth Management

2019 - 2021 (2 years)

Facet Wealth Management

2016 - 2019 (3 years)

Sei Investments Distribution Co

2016 - 2019 (3 years)

Sei Investments Management Corp

2014 - 2016 (2 years)

Sei Investments Distribution Co

2013 - 2014 (1 year)

College Media Solutions

2012 - 2013 (1 year)

Student Calling Center

2010 - 2014 (4 years)

Virginia Tech

2006 - 2014 (8 years)

Manhattan Bagel

*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 Gary Johnston 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 Facet

Madeline Mcivor
Baltimore, MD
Gianna Viele
Baltimore, MD
Brian Wagnon
Baltimore, MD
Patrick Elliott
Baltimore, MD
Brian Turner
Enterprise, UT
Alex Mcdonald
Wrightsville Beach, NC
Matthew Mccoy
Rock Hill, SC
Christopher Kadowaki
Lafayette, CO

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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