Frank Johnston is a registered investment advisor at Morgan Stanley, based in Eugene, OR, with 47 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
975 Oak Street Suite 300, Eugene, OR, 97401
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Regulatory History (3)
Customer Dispute
June 2002Customer Dispute
January 2001Customer Dispute
June 2000Other Business Activities
Frank is a high school tennis coach for Eugene School District 4J since 2016. This non-investment related activity takes up about a quarter of his time after business hours.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Foster & Marshall/american Express INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations20 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.
Exams
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