Advisor at McCollum Christoferson Group, 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.
Firm
McCollum Christoferson Group, LLC
Location
Amherst, NY 14226-1263
Credentials
CFA®, Series 65
Industry experience
3 years
Matthew Johnson is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He has been with McCollum Christoferson Group, LLC since 2022. Prior to his advisory role, his work history includes positions at Office Max, Target, and Canisius College. McCollum Christoferson Group provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to manage portfolios primarily focused on individual equities, with increasing use of ETFs and mutual funds, tailoring strategies to client risk tolerance and objectives.
Fixed fees offered under select circumstances, specific amounts not stated.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: 0.75%
Hourly fees offered under select circumstances, specific amounts not stated.
Account minimum: $500,000
500 Corporate Parkway, Suite 210
Amherst, NY 14226-1263
New York
McCollum Christoferson Group LLC
2022 - Present (4 years)
Office Max
2021 - 2021 (1 year)
Target
2020 - 2020 (1 year)
Canisius College
2018 - 2020 (2 years)
Tops Markets
2018 - 2021 (3 years)
Pizza Hut
2016 - 2018 (2 years)
Full Time Education
2014 - 2022 (8 years)
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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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EWM Advisory
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