Touchstone Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
191
Avg account
$0

Firm details

Headquarters
Cincinnati, Ohio
CRD number
1526
Registered since
September 22, 1968

Firm profile

FINTRX

Overview

Touchstone Securities, LLC is organized as a limited liability company and, according to the FINTRX snapshot, is owned by a mix of domestic entities and individuals. The firm is classified as "Unclassified" in FINTRX’s taxonomy and is not identified as a capital allocator. FINTRX does not mark the firm as an active ESG investor, nor as a multi-state adviser, pension consultant, or related adviser. FINTRX provides minimal detail on the firm’s business lines, advisory activities, client segments, or fee arrangements. That limited disclosure suggests the entity does not appear in FINTRX’s dataset as an active advisory manager with public reporting of investment programs.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Timothy Stearns

    Timothy Stearns

    Vice President and Chief Compliance OfficerCRD 1327230

  • Terrie Wiedenheft

    Terrie Wiedenheft

    SVP, Chief Financial OfficerCRD 2619213

  • Bruce Maisel

    Bruce Maisel

    Chief Compliance OfficerCRD 1092397

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Contacts

3 of 185
  • Joseph Giar

    Joseph Giar

    Regional Vice PresidentCRD 5719492

  • Brett Wagner

    Senior Product ManagerCRD 5793569

  • William Kussin

    William Kussin

    Divisional Vice PresidentCRD 5810274

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
303 Broadway St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth