Vivien Johnson
Advisor at Pathstone
Updated today
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
Pathstone
Location
Winter Park, FL 32789
Credentials
CFP®, CFA®, Series 66
Industry experience
12 years
About
Vivien Johnson is a CFP®, CFA®, and Series 66-licensed financial advisor at Pathstone with 12 years of industry experience. She previously worked at Eaton Vance WaterOak Advisors, Water Oak Advisors, Morgan Stanley, and Seaside National Bank and Trust. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering discretionary and non-discretionary investment management alongside in-house accounting and tax preparation services. The firm emphasizes multi-asset, manager-centric portfolios with long-term, risk-aware allocations supported by in-house research and operational due diligence.
Client services
Based on Pathstone
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Expertise
Based on Pathstone
Tax-loss harvesting
ESG / Sustainable investing
Private / alternative investments
Wealth management
Business exit / sale strategy
Fee options
Fixed/flat fees for various Professional Services including accounting, tax compliance, family office structuring, wealth planning, risk management, and extended family office services.
Time & materials based on fixed/flat rate or fixed/flat fee for certain tax-related services.
Performance-based fees are negotiated on a case-by-case basis for qualified clients and may be charged at the Affiliated Fund level.
Account minimum: $10 million
Location
145 Lincoln Avenue, Ste. A
Winter Park, FL 32789
Most active in
Vivien J has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Pathstone
2022 - Present (4 years)
Eaton Vance WaterOak Advisors
2020 - 2022 (2 years)
Water Oak Advisors
2019 - 2020 (1 year)
Morgan Stanley
2016 - 2019 (3 years)
Seaside National Bank and Trust
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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