BS
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
Bryce owns Cleanershirt LLC (app/tech) and Stormy Holdings LLC (trademark/website), dedicating minimal time to each. He also provides business-to-business marketing for Touchstone Securities, spending a few hours per week.
Employment History
Current Registrations
Touchstone Advisors INC
June 2019 - Present · 6 yrs 7 mos
Touchstone Securities, INC.Broker
April 2012 - Present · 13 yrs 9 mos
Previous Registrations
AXA Advisors, LLC Broker
October 2010 - March 2012 · 1 yr 5 mos
State Registrations3 states
OHPAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.