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Douglas Johnston

Advisor at Blank Equity Management LLC

Updated today

Location

Port Washington, NY 11050

Credentials

Series 63, Series 65

Industry experience

19 years

About

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.

Client services

Based on Blank Equity Management LLC

Financial planning Portfolio management

Expertise

Based on Blank Equity Management LLC

Retirement plans for business owners (SEP, solo 401k) Wealth management

Fee options

Fixed

Consulting services may be charged fixed fees on a per project basis, negotiated individually

Percentage

$0 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually

Commissions

Advisors are licensed insurance agents and may receive commissions from insurance product sales, separate from advisory fees

Project-based

Consulting services hourly rate $200, negotiable

Other

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)

Location

14 Vanderventer Ave, Suite 200

Port Washington, NY 11050

Most active in

New York

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

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Options & derivatives strategies
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CFP®

Mamaroneck, NY

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Wealth management Passive / index investing General retirement planning
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Series 63, Series 66

Brooklyn, NY

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Englewood Cliffs, NJ

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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