Unclaimed
Bart Alexander Johnston is a registered investment advisor representative associated with Silvercrest Asset Management Group LLC in New York, NY. Bart is a licensed investment advisor representative with a Series 63 license for Texas and a Series 6 for investment company products/variable contracts representative examination. Prior to joining Silvercrest Asset Management Group LLC, Bart was associated with QUASAR DISTRIBUTORS, LLC from 2001-2002, FIRST FUND DISTRIBUTORS, INC. from 1999-2001, and METROPOLITAN LIFE INSURANCE COMPANY from 1994-1997. Bart specializes in providing financial planning, selection of other advisors, and portfolio management services for individuals, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/11/2017 - Present
Silvercrest Asset Management Group LLC (New York NY)
ME
10/04/2001 - 10/08/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
03/23/1999 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NY
10/04/1994 - 10/17/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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