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MJ

Mary C. Johnstone

KEEFE, BRUYETTE & WOODS
New York, NY 10019
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CRD#: 1170408
MJ

Professional summary


Mary Carlton Johnstone, who also goes by Mary Johnstone Allen, Mary Allen Johnstone, Mary Carlto Johnstone, Mary Johnstone, is a registered financial professional currently at KEEFE, BRUYETTE & WOODS, INC. located in New York, New York.

Mary is registered as a RR (Registered Representative) and started their career in finance in 1983. Mary has worked at 9 firms and has passed the Series 52TO, Series 99TO, Series 57TO, SIE, Series 55, Series 41, Series 7, Series 10, Series 9, Series 27, Series 14, Series 53, Series 8, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Johnstone Allen | Mary Allen Johnstone | Mary Carlto Johnstone | Mary Johnstone

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) - BD


Click below to view Mary Carlton Johnstone's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

April 2, 2001 - Present

KEEFE, BRUYETTE & WOODS, INC.

Office #1: 787 7th Ave. 4th & 5th Floors, New York, NY 10019
BD
CRD#: 481
New York, NY
Past

December 16, 2019 - November 3, 2020

MOORELAND PARTNERS LLC

BD
CRD#: 127422
NEW YORK, NY
Past

March 29, 2018 - July 10, 2018

EATON PARTNERS, LLC

BD
CRD#: 31170
ROWAYTON, CT
Past

November 27, 2015 - October 2, 2023

MILLER BUCKFIRE & CO., LLC

BD
CRD#: 104156
NEW YORK, NY
Past

October 22, 1996 - April 11, 2001

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

July 8, 1996 - September 24, 1996

KEEFE, BRUYETTE & WOODS, INC.

BD
CRD#: 481
NEW YORK, NY
Past

December 20, 1989 - April 2, 1996

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

July 31, 1986 - January 1, 1990

MCKINLEY ALLSOPP, INC.

BD
CRD#: 13098
Past

June 27, 1985 - March 24, 1986

BRAULT, STAFFORD & CO., INC.

BD
CRD#: 4425
Past

March 7, 1985 - March 22, 1985

KUHNS BROTHERS & LAIDLAW, INC.

BD
CRD#: 1481
Past

August 23, 1983 - January 17, 1985

CIBC WOOD GUNDY SECURITIES CORP.

BD
CRD#: 3801

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(4/2/2001)

Exams


General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
Series 55
Date: 1/11/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 41
Date: 8/17/1985
NYSE Allied Member Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 14
Date: 4/24/1999
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/8/1992
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


KEEFE, BRUYETTE & WOODS, INC.
KEEFE, BRUYETTE & WOODS, INC.
KEEFE, BRUYETTE & WOODS, INC.

CRD#: 481 / SEC#: , 8-10888

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
787 7th Avenue, New York, NY 10019
Mailing Address
787 7th Avenue 4th Floor, New York, NY 10019
Phone number
(212) 887-7777
Established
New York since 06/11/1962
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
KBW, LLCLIMITED LIABILITTY CORPORATION
ANDERSON, SCOTT RANDALLDIRECTOR2154345
BERRY, JOSEPH SCOTTDIRECTOR2868513
DAVIS, ERICKSON PDIRECTOR4974063
FISHER, MARKGENERAL COUNSEL4970942
GRANT, ROBERT JDIRECTOR4861012
JOHNSTONE, MARYCHIEF COMPLIANCE OFFICER1170408
KELLEY, MATTHEWDIRECTOR5330646
MELINGER, ADAM SCOTTROSFP2373020
MICHAUD, THOMAS BEAULIEUCHIEF EXECUTIVE OFFICER, CHAIRMAN AND PRESIDENT1672278
SMITH, RICHARD WILLIAMPRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER1333488
WIRTH, PETER JOHNDIRECTOR1623159

Disclosures


Regulatory Event17
Bond1

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


KEEFE, BRUYETTE & WOODS, INC.

KEEFE, BRUYETTE & WOODS, INC.

CRD#: 481New York, NY 10019

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