Douglas Johnston
Advisor at Blank Equity Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Blank Equity Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Port Washington, NY 11050
Credentials
Series 63, Series 65
Industry experience
19 years
Douglas Johnston is a financial advisor at Blank Equity Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he teaches an undergraduate economics course at Nassau Community College. Blank Equity Management provides financial planning, consulting, and discretionary portfolio management primarily for individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm generally follows a long-term buy-and-hold investment approach and uses a combination of fundamental, technical, charting, and cyclical analysis methods.
Based on Blank Equity Management LLC
Consulting services may be charged fixed fees on a per project basis, negotiated individually
$0 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually
Advisors are licensed insurance agents and may receive commissions from insurance product sales, separate from advisory fees
Consulting services hourly rate $200, negotiable
Account minimum: No minimum stated; fees are negotiable and may be negotiated by representatives Minimum fee: Minimum fee may be negotiated by representatives; no specific amount stated Fee-only: Consulting services offered on fixed fee or hourly fee basis; hourly rate $200 (negotiable)
14 Vanderventer Ave, Suite 200
Port Washington, NY 11050
New York
Blank Equity Management LLC
2017 - Present (9 years)
Morgan Stanley Private Bank, N.A.
2016 - 2017 (1 year)
Morgan Stanley Smith Barney LlC
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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