BW
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
Bradley provides content to the Sub-Advisory Institute, a professional network organization, regarding business trends and practice management. He dedicates minimal time to this activity, with one call and one conference attendance per year.
Employment History
Current Registrations
Touchstone Securities, INC.Broker
June 2015 - Present · 10 yrs 7 mos
Touchstone Advisors INC
October 2007 - Present · 18 yrs 3 mos
Previous Registrations
Robert Leshner and Associates, INC.
February 2006 - August 2007 · 1 yr 6 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.