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 →Employment History
Current Registrations
Touchstone Securities, INC.Broker
March 2018 - Present · 7 yrs 10 mos
Touchstone Advisors INC
March 2018 - Present · 7 yrs 10 mos
Previous Registrations
Fifth Third Securities, INC.
April 2017 - February 2018 · 10 mos
Fifth Third Securities, INC. Broker
April 2017 - February 2018 · 10 mos
Touchstone Securities, INC.Broker
April 2013 - April 2017 · 4 yrs
Touchstone Advisors INC
April 2013 - April 2017 · 4 yrs
Strategic Advisers, INC.
November 2010 - March 2013 · 2 yrs 4 mos
Fidelity Brokerage Services LLCBroker
August 2010 - March 2013 · 2 yrs 7 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.