Johnstone Brokerage Services, LLC
Firm details
- Headquarters
- Louisville, Kentucky
- CRD number
- 301394
- Registered since
- August 8, 2019
Firm profile
FINTRXOverview
Johnstone Brokerage Services, LLC is organized as a limited liability company with an owner structure listed as a domestic entity and individual. The firm's FINTRX snapshot classifies it as "Unclassified" and flags several negative indicators: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, and does not act as a pension consultant or related adviser. The dataset provides limited detail about the firm's lines of business, advisory activities, fee schedule, or client segmentation. What is available portrays a firm with a narrow public footprint rather than a profile of an operating wealth manager engaging across multiple channels or product strategies.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Thomas McCarthy
Chief Distribution OfficerCRD 4331512
Contacts
3 of 45
Richard Schlaack
ConsultantCRD 4095320

Matthew Robinson
Senior Internal ConsultantCRD 6892513

Roy Smith
Managing PrincipalCRD 2542940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Louisville, KY
Jefferson
Location
Louisville, KY
Headquartered in Louisville, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- Jefferson
- Address
- 1906 Stanley Gault Pkwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
First Kentucky Securities Corp
Broker-DealerLouisville, KY
Alexander Investment Services Co
Broker-DealerLouisville, KY
Retireone Investment Services, LLC
Broker-DealerLouisville, KY
Private Client Services, LLC
Broker-DealerLouisville, KY
Churchill Financial, LLC
Broker-DealerLouisville, KY
Lemley, Yarling & Co
Broker-DealerIndependence, KY