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EJ

Edwin M. Johnston

SANDHILL INVESTMENT MANAGEMENT
BUFFALO, NY 14202
Some features on this profile are disabled
CRD#: 2644017
EJ

Professional summary


Edwin Mcclellan Johnston III, who also goes by Edwin Mcclellen Johnston III, Edwin Mclellan Johnston III, Tim Johnston Iii, is a registered financial advisor currently at SANDHILL INVESTMENT MANAGEMENT located in Buffalo, New York.

Edwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Edwin has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Edwin Mcclellen Johnston Iii | Edwin Mclellan Johnston Iii | Tim Johnston Iii

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) - RIA


Click below to view Edwin Mcclellan Johnston III'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

August 19, 2021 - Present

SANDHILL INVESTMENT MANAGEMENT

Office #1: 40 Fountain Plaza Suite 1300, Buffalo, NY 14202
RIA
CRD#: 129800
BUFFALO, NY
Past

October 9, 2002 - December 31, 2008

O'KEEFE SHAW & CO., INC.

BD
CRD#: 40820
BUFFALO, NY
Past

November 24, 1995 - October 2, 2002

HAROLD C. BROWN & CO., INC.

BD
CRD#: 35222
BUFFALO, NY

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".
SI
SANDHILL INVESTMENT MANAGEMENT
SANDHILL CAPITAL | SANDHILL INVESTMENT MANAGEMENT | SANDHILL CAPITAL PARTNERS LLC

CRD#: 129800 / SEC#: 801-63194

RIA
Registered Investment Advisory firm - (6/16/2004 Approved)
New York
Registered Investment Advisory firm - (8/17/2004 Terminated)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(8/19/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/1/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SI
SANDHILL INVESTMENT MANAGEMENT
SANDHILL CAPITAL | SANDHILL INVESTMENT MANAGEMENT | SANDHILL CAPITAL PARTNERS LLC

CRD#: 129800 / SEC#: 801-63194

RIA
Registered Investment Advisory firm - (6/16/2004 Approved)
New York
Registered Investment Advisory firm - (8/17/2004 Terminated)
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Contact information


Main Address
40 Fountain Plaza Suite 1300, Buffalo, NY 14202
Mailing Address
Phone number
(716) 852-0279
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (33 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SANDHILL ADV PART2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts3,326
AUM (Assets Under Management)$ 2,233,929,143

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


SANDHILL INVESTMENT MANAGEMENT

CRD#: 129800Buffalo, NY 14202

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