AH
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
Andrew engages in business-to-business marketing and solicitation for Separately Managed Accounts and Model Portfolio Delivery options, dedicating a few hours per week. He is also a co-owner of HARMIN Inc., a C corp planning to own franchises, spending minimal time on this.
Employment History
Current Registrations
Touchstone Advisors INC
March 2017 - Present · 8 yrs 10 mos
Touchstone Securities, INC.
March 2017 - Present · 8 yrs 10 mos
Touchstone Securities, INC.Broker
March 2017 - Present · 8 yrs 10 mos
Previous Registrations
Foreside Fund Services, LLCBroker
June 2014 - March 2017 · 2 yrs 9 mos
Calamos Advisors LLC
December 2012 - February 2014 · 1 yr 2 mos
Calamos Financial Services LLCBroker
March 2010 - February 2014 · 3 yrs 11 mos
Calamos Wealth Management LLC
March 2010 - December 2012 · 2 yrs 9 mos
Columbia Management Advisors, LLC
December 2005 - January 2010 · 4 yrs 1 mo
Columbia Management Distributors, INC.Broker
December 2005 - January 2010 · 4 yrs 1 mo
Ameriprise Financial Services, INC.
July 2004 - November 2005 · 1 yr 4 mos
Ameriprise Financial Services, INC. Broker
July 2004 - November 2005 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
July 2004 - November 2005 · 1 yr 4 mos
State Registrations8 states
AKIDILMTOHORWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.