Touchstone Securities, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 1526
- Registered since
- September 22, 1968
- Website
- www.touchstonesecurity.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Timothy Stearns
Vice President and Chief Compliance OfficerCRD 1327230

Terrie Wiedenheft
SVP, Chief Financial OfficerCRD 2619213
Bruce Maisel
Chief Compliance OfficerCRD 1092397
Contacts
3 of 185
Joseph Giar
Regional Vice PresidentCRD 5719492
Brett Wagner
Senior Product ManagerCRD 5793569

William Kussin
Divisional Vice PresidentCRD 5810274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Cincap Investment Group, LLC
Broker-DealerCincinnati, OH
Conners & Co, Inc.
Broker-DealerCincinnati, OH
Rkca, Inc.
Broker-DealerCincinnati, OH
Navian Capital Securities LLC
Broker-DealerCincinnati, OH
MM Ascend Life Investor Services, LLC
Broker-DealerCincinnati, OH
Ultimus Fund Distributors, LLC
Broker-DealerCincinnati, OH