CF
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
Christopher is an investor in Peak Cocktails, a non-alcoholic beverage company. He dedicates minimal time to this activity and has no specific duties.
Employment History
Current Registrations
Touchstone Securities, INC.Broker
June 2022 - Present · 3 yrs 7 mos
Touchstone Advisors INC
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2020 - April 2022 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
November 2015 - April 2022 · 6 yrs 5 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.