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Carl Amos Johnson

Grove Street Fiduciary, LLC

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About Carl Amos Johnson

Carl Amos Johnson is a financial advisor with Grove Street Fiduciary, LLC based in Peterborough, New Hampshire. Carl has been in the industry for over 20 years. Carl is also a Managing Member of 20 Grove Street Partners LLC, a role that he holds for approximately 5% of his time. Carl is a Certified Financial Planner and has held a Series 7 and Series 63 license. He is currently registered to provide investment advice in New Hampshire and Texas. Carl has experience working with clients in a range of areas, including individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Carl Johnson is currently registered with Grove Street Fiduciary, LLC. Grove Street Fiduciary, LLC is a Registered Investment Advisor located in Peterborough, NH. They offer financial planning, portfolio management for individuals, and pension consulting services. The firm has a total of 1,160 accounts under management with approximately $331,742,889 in assets. Their client base includes high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Grove Street Fiduciary, LLC

20 GROVE STREET

PETERBOROUGH, NH 03458-0396

$331.74M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carl Johnson’s Registration & Firm History

NH

10/30/2014 - Present

Grove Street Fiduciary, LLC (PETERBOROUGH NH)

SC

02/22/2001 - 06/05/2001

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BC

Issued 03/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl Amos Johnson.
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