BA
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
Benjamin engages in business-to-business marketing for Touchstone Securities, dedicating a few hours per week. He is also a board member for Expect Miracles Foundation and an investor in Apogee Travel Holdings, LLC, both activities requiring minimal time.
Employment History
Current Registrations
Touchstone Advisors INC
September 2017 - Present · 8 yrs 4 mos
Touchstone Securities, INC.Broker
October 2013 - Present · 12 yrs 3 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.