Unclaimed
Edwin Johnston is a registered investment advisor representative with Sandhill Investment Management in Buffalo, NY. Edwin has over 20 years of experience in the financial services industry. Edwin specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Edwin is also a registered principal with Series 24 and a general securities representative with Series 7.
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.
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.
Client optional additional bonus
1
2
NY
08/19/2021 - Present
Sandhill Investment Management (BUFFALO NY)
NY
10/09/2002 - 12/31/2008
O'KEEFE SHAW & CO., INC. (BUFFALO NY)
NY
11/24/1995 - 10/02/2002
HAROLD C. BROWN & CO., INC. (BUFFALO NY)
IA
Issued 05/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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