BC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
74 advisors
Number of Clients
41 clients
Average Client Portfolio
$710.6M average
Assets Under Management
$29.1B
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Advisor Information
Office location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is the Travel Manager and Treasurer for the Cincinnati Synchrogators Parents Association, a synchronized swimming team supported by the YMCA, dedicating a few hours per week. He also spends minimal time during trading hours on this activity.
Employment History
Current Registrations
Touchstone Advisors INC
June 2008 - Present · 17 yrs 7 mos
Touchstone Securities, INC.Broker
June 2008 - Present · 17 yrs 7 mos
Previous Registrations
Wachovia Securities, LLC
January 2007 - May 2008 · 1 yr 4 mos
Wachovia Securities, LLC Broker
January 2007 - May 2008 · 1 yr 4 mos
UBS Financial Services INC.
August 1999 - January 2007 · 7 yrs 5 mos
UBS Financial Services INC. Broker
March 1997 - January 2007 · 9 yrs 10 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.