Touchstone Securities, LLC

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
186
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 is recorded as having been registered with the SEC since 1968. The FINTRX snapshot lists the firm's ownership as both a domestic entity and an individual, and classifies the adviser as "unclassified." The profile contains minimal public detail about the firm's advisory or business activities; fields for client base, fee structure and specific advisory services are blank in the dataset. The record flags several negative attributes: the firm is not identified as a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. The dataset also marks the firm as not a multistate adviser despite the number of office locations reported elsewhere in the file.

Assets & Accounts

Investments & Alternatives

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

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Client base

Client personas

Owners & executives

3 of 5
  • Bruce Maisel

    Bruce Maisel

    Chief Compliance OfficerCRD 1092397

  • Blaine Walters

    Blaine Walters

    Sales CoordinatorCRD 7852615

  • Scott Henry

    Scott Henry

    Vice President and Chief Compliance OfficerCRD 8043051

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Contacts

3 of 181
  • Kristina Long

    Registered RepresentativeCRD 3217013

  • Thomas Grout

    Thomas Grout

    Regional Vice PresidentCRD 5889057

  • Travis Schraffenberger

    Travis Schraffenberger

    Vice President, MarketingCRD 6702769

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Wealth teams

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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