BN
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 (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2010Other Business Activities
Brian engages in business-to-business marketing and solicitation activities for Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.
Employment History
Current Registrations
Touchstone Advisors INC
June 2019 - Present · 6 yrs 7 mos
Touchstone Securities, INC.
November 2002 - Present · 23 yrs 2 mos
Touchstone Securities, INC.Broker
November 2002 - Present · 23 yrs 2 mos
State Registrations4 states
ALFLGAOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.