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Karen Lynn Johnston

Clarfeld

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About Karen Lynn Johnston

Karen Lynn Johnston is a financial advisor with Clarfeld. Karen Lynn Johnston has been in the financial services industry since 2002. Karen Lynn Johnston is registered with the Securities and Exchange Commission and is a Registered Investment Advisor. Karen Lynn Johnston specializes in portfolio management for individuals and businesses. Karen Lynn Johnston is also able to select other advisers for clients. Karen Lynn Johnston is currently registered in Delaware, Massachusetts and Texas. Karen Lynn Johnston previously worked at Citizens Securities, Inc. in Chestnut Hill, MA; BancWest Investment Services, Inc. in Worthington, MN; Wells Fargo Advisors, LLC in Minneapolis, MN; and Wells Fargo Investments, LLC in Minneapolis, MN.

Firm Information

Karen Johnston is currently registered with Clarfeld. Clarfeld, a subsidiary of Citizens Bank, is an investment advisor with offices in TARRYTOWN, NY. With over 160 professionals, Clarfeld provides portfolio management for individuals, businesses, and investment companies. They manage over $12.7 billion in assets for over 7,300 clients, including high-net-worth individuals, corporations, charitable organizations, and investment companies. Clarfeld also offers a variety of advisory services, including selection of other advisors, financial planning, and educational seminars.
Clarfeld

520 WHITE PLAINS ROAD

TARRYTOWN, NY 10591

$12.69B

Assets Under Management

1,851

Total Clients

38

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Karen Johnston’s Registration & Firm History

NY

10/10/2019 - Present

Clarfeld (TARRYTOWN NY)

MA

06/01/2018 - 01/08/2020

CITIZENS SECURITIES, INC. (CHESTNUT HILL MA)

MN

07/12/2012 - 05/29/2018

BANCWEST INVESTMENT SERVICES, INC. (WORTHINGTON MN)

MN

01/03/2011 - 07/24/2012

WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)

MN

09/12/2002 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/01/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Lynn Johnston.
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