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DJ

Douglas S. Johnston

EATON VANCE DISTRIBUTORS
San Francisco, CA 94104
Some features on this profile are disabled
CRD#: 2392398
DJ

Professional summary


Douglas Stuart Johnston, who also goes by Doug Johnston, Douglas Stuart Johnston, is a registered financial professional currently at EATON VANCE DISTRIBUTORS, INC. located in San Francisco, California.

Douglas is registered as a RR (Registered Representative) and started their career in finance in 1993. Douglas has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Doug Johnston | Douglas Stuart Johnston

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 Douglas Stuart Johnston'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

January 15, 2022 - Present

EATON VANCE DISTRIBUTORS, INC.

Office #1: 555 California Street 14th Floor, San Francisco, CA 94104
BD
CRD#: 37731
San Francisco, CA
Past

October 11, 2013 - January 15, 2022

MORGAN STANLEY DISTRIBUTION, INC.

BD
CRD#: 30344
San Francisco, CA
Past

October 5, 2011 - September 13, 2013

TCADVISORS NETWORK INC.

BD
CRD#: 35794
CENTENNIAL, CO
Past

January 13, 2004 - February 24, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN FRANCISCO, CA
Past

April 21, 1997 - April 23, 1998

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

June 30, 1995 - April 18, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 26, 1994 - June 13, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

December 21, 1993 - February 17, 1995

MONTANO SECURITIES CORPORATION

BD
CRD#: 7887
ORANGE, CA

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
Alaska
(1/15/2022)
RR
California
(1/15/2022)
RR
Hawaii
(1/15/2022)
RR
Idaho
(1/15/2022)
RR
Montana
(1/15/2022)
RR
Oregon
(1/15/2022)
RR
Utah
(1/15/2022)
RR
Washington
(1/15/2022)
RR
Wyoming
(1/15/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 2/28/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/18/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


EV
EATON VANCE DISTRIBUTORS, INC.
EATON VANCE DISTRIBUTORS, INC. | EV DISTRIBUTORS, INC. | EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731 / SEC#: , 8-47939

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


Main Address
One Post Office Square, Boston, MA 02109
Mailing Address
1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231
Phone number
(617) 482-8260
Established
Massachusetts since 07/15/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
MORGAN STANLEY CAPITAL MANAGEMENT, LLCSHAREHOLDER
FAHEY, LAWRENCE LOUISPRINCIPAL OPERATIONS OFFICER2097212
FAMIGLIETTI, FRANK JDIRECTOR2702269
KASETA, LYNN MCHIEF COMPLIANCE OFFICER6451373
KUSH, ANTHONY NPRINCIPAL FINANCIAL OFFICER, AND, FINANCIAL AND OPERATIONS PRINCIPAL OFFICER7463692
LEFEVRE, BENJAMIN WILLIAMTEXAS DESIGNATED PRINCIPAL2261749
LEIMENSTOLL, ANDREW JOHNDIRECTOR4640636
MICHAUD, DAVID ANDREWDIRECTOR2730645
WITKOS, MATTHEW JOSEPHPRESIDENT, CEO, AND DIRECTOR2034689

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


EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731San Francisco, CA 94104

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