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Graham Taylor Johnstone

Investment adviser representative at Choate Investment Advisors
11 yearsExperience
1 stateRegistered in
$10BFirm assets
29 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Choate Investment AdvisorsJun 2025 to now
  2. Loomis SaylesApr 2024 to May 2025
  3. WellingtonJan 2024 to Mar 2024
  4. J.P. Marvel Wealth ManagementSep 2023 to Dec 2023
  5. Full-time EducationSep 2015 to Jun 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (MA).

Choate Investment Advisors

Legal name: Choate Investment Advisors LLC

$10BAssets managed
653Clients
15Advisers
29 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8167327
Firm CRD
106109
Advisor's SEC record (opens in a new tab)
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