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GJ

Gary T. Johnson

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CRD#: 1088136
GJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Thomas Johnson was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1984. Gary had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 14, Series 53, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 30, 2016 - June 8, 2018

BNY ADVISORS

RIA
CRD#: 106108
New York, NY
Past

June 1, 2007 - December 2, 2009

PERSHING ADVISOR SOLUTIONS LLC

BD
CRD#: 36671
JERSEY CITY, NJ
Past

October 31, 2006 - November 29, 2016

BNY ADVISORS

RIA
CRD#: 106108
New York, NY
Past

January 3, 2005 - March 31, 2006

PERSHING LLC

RIA
CRD#: 7560
NEW YORK, NY
Past

December 9, 2004 - June 8, 2018

PERSHING LLC

BD
CRD#: 7560
NEW YORK, NY
Past

May 24, 2001 - February 25, 2002

J.P. MORGAN SECURITIES OF TEXAS, INC.

BD
CRD#: 17116
HOUSTON, TX
Past

March 31, 1999 - May 21, 2004

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
NEW YORK, NY
Past

September 18, 1996 - May 21, 2004

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

June 27, 1994 - September 18, 1996

CHEMICAL INVESTMENT SERVICES CORP.

BD
CRD#: 36312
Past

September 21, 1993 - August 1, 1994

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

September 22, 1987 - August 20, 1993

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ
Past

February 6, 1986 - May 12, 1987

CITICORP FINANCIAL SERVICES,INC.

BD
CRD#: 14675
Past

February 24, 1984 - May 21, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BNY ADVISORS
BNY ADVISORS | LOCKWOOD MANAGED ACCOUNT SOLUTIONS | LOCKWOOD ADVISORS INC | LOCKWOOD ADVISORS | LOCKWOOD | BNY MELLON LOCKWOOD | BNY MELLON ADVISORS, INC. | BNY MELLON ADVISORS

CRD#: 106108 / SEC#: 801-52378

RIA
Registered Investment Advisory firm - (7/15/1996 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/23/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 8/23/2007
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BA
BNY ADVISORS
BNY ADVISORS | LOCKWOOD MANAGED ACCOUNT SOLUTIONS | LOCKWOOD ADVISORS INC | LOCKWOOD ADVISORS | LOCKWOOD | BNY MELLON LOCKWOOD | BNY MELLON ADVISORS, INC. | BNY MELLON ADVISORS

CRD#: 106108 / SEC#: 801-52378

RIA
Registered Investment Advisory firm - (7/15/1996 Approved)
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Contact information


Main Address
1800 American Blvd. Suite 300 - Pod D, Pennington, NJ 08534
Mailing Address
Phone number
800-200-3033, OPTION 3
Established
Firm type
Fiscal year end
# of Employees
79

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BNY MELLON ADVISORS, INC. MANAGED360 PROGRAM WRAP FEE PROGRAM BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts122,578
AUM (Assets Under Management)$ 23,959,697,127

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
08/28/2024
10/27/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BNY ADVISORS

CRD#: 106108

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