Shandi Johnson, financial advisor Solana Beach CA
93 score

Shandi Johnson

CRD Number: 5375097
Current Firm: Gurtin Fixed Income Management, LLC

Shandi Johnson (CRD# 5375097) is an Investment Advisor Representative working at Gurtin Fixed Income Management, LLC in Solana Beach, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Gurtin Fixed Income Management, LLC Solana Beach, CA Jun 2009 - Current 7
Silverstar Capital Edison, NJ Feb 2009 - May 2009 < 1
Goldman, Sachs & Company New York, NY Jul 2008 - Jan 2009 < 1
Harvard University - Massachus Boston, MA Aug 2006 - Jun 2008 1
City Of Oakland, Ca Oakland, CA Nov 2004 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Shandi O. Johnson
Phone Number: 858-436-2200
Firm Website: https://www.gurtin.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,930
    MILLIONS
  • Total Number of Accounts
    1,737
    ACCOUNTS
  • Average Account Value
    $5,716,611
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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