Craig Johnson, financial advisor Woodland Hills CA
93 score

Craig Johnson

CRD Number: 1836326
Current Firm: Morgan Stanley

Craig Johnson (CRD# 1836326) is an Investment Advisor Representative working at Morgan Stanley in Woodland Hills, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Los Angeles, CA Jun 2009 - Current 7
Morgan Stanley & Company, Incorporated Los Angeles, CA Apr 2007 - Current 9
Dean Witter Reynolds Inc. Los Angeles, CA Nov 1990 - Apr 2007 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination May 1995
Contact Info for Craig C. Johnson
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, 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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