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Brandon Lee Johnson

Fiduciary Trust International, LLC

Lincoln, MA

CRD 7192629

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Employer firm

Fiduciary Trust International, LLC CRD 124062

$7.67B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fiduciary Trust International, Llc

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-12-05
  • MA RA
    APPROVED
    Since 2019-12-05

Branch Locations

55 Old Bedford Rd Suite 302, Lincoln, MA 01773 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Putnam Investments Andover MA 01/2015 02/2018
Athena Capital Advisors Lincoln MA 03/2018 04/2019
Athena Capital Advisors Lincoln MA 04/2019 06/2020
Fiduciary Trust International, Llc Lincoln MA 06/2020 Present
Franklin Distributors, Llc Lincoln MA 08/2023 Present
  • 01/2015 → 02/2018
    Putnam Investments
    Andover, MA
  • 03/2018 → 04/2019
    Athena Capital Advisors
    Lincoln, MA
  • 04/2019 → 06/2020
    Athena Capital Advisors
    Lincoln, MA
  • 06/2020 → Present
    Lincoln, MA
  • 08/2023 → Present
    Franklin Distributors, Llc
    Lincoln, MA
Other Businesses

1. MKJ Therapies LLC; Non investment related. I am 50% owner of the private practice where I assist my wife with running finances for the business. The business provides speech language services to children. I devote 0 hours during normal trading hours to the business. I devote a 2-3 hours on the weekends to the business in helping my wife, the other 50% owner. 2. Independent Contractor-NCAA Baseball Umpire; Westwood MA; Beginning: 3-1-2018; Approx: 120 hours annually; no time during normal securities trading hours. 3. Westwood Finance & Warrant Commission ("FinCom")- Member-advisory capacity; Westwood, MA; Beginning 6/1/2026; Approx. 4 hours monthly, no time during normal securities trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-07
S65 Uniform Investment Adviser Law Examination 2019-11-19
  • S63 Uniform Securities Agent State Law Examination
    2024-11-07
  • S65 Uniform Investment Adviser Law Examination
    2019-11-19
Other Names
  • Brandon Johnson
  • Brandon Lee Johnson

View on SEC IAPD

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