David Johnson is a registered investment advisor, based in Gladstone, NJ, with 38 years of industry experience.
Location
240 Main Street, Suite 200, Gladstone, NJ, 07934
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a direct owner of Private Client Group Asset Management and a trustee at Centenary College. He also works as an independent contractor for Succession Capital Alliance and The CFS Group, selling various insurance products, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Private Client Group Asset Management
Previous Registrations
Johnson & Murphy Wealth Advisors, LLC
Johnson & Murphy Wealth Advisors, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.