AL
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
Anthony is a self-employed musician and performs music for St. Columbian Church, dedicating minimal time to each. He also serves as a board member for the May Festival and works as a movie extra for Goodfeathers Pictures Inc.
Employment History
Current Registrations
Touchstone Advisors INC
May 2022 - Present · 3 yrs 8 mos
Touchstone Securities, INC.Broker
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC Broker
June 2013 - August 2016 · 3 yrs 2 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.