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 →Employment History
Current Registrations
Touchstone Advisors INC
April 2025 - Present · 9 mos
Touchstone Securities, INC.Broker
September 2023 - Present · 2 yrs 4 mos
State Registrations11 states
FLKYMDMOMSMTNJOHPAPRVirgin Islands
AdvisorBrokerBoth
Exams
No exam information available for this advisor.