BD
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
Barrett is a real estate agent in the Cincinnati area, earning commissions from home sales and dedicating minimal time to this activity. Barrett also engages in business-to-business marketing for Separately Managed Accounts and Model Portfolio Delivery options, spending a few hours per week and receiving compensation as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Advisors INC
April 2023 - Present · 2 yrs 9 mos
Touchstone Securities, INC.Broker
November 2006 - Present · 19 yrs 2 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
September 2000 - November 2006 · 6 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.