Touchstone Securities, LLC

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
188
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 shows an SEC registration date of 1968. The FINTRX snapshot lists the owner type as both a domestic entity and an individual and classifies the firm as "unclassified." The profile indicates the firm is not active on ESG investing, is not designated as a multi-state adviser, is not a pension consultant, and is not flagged as a capital allocator or a related adviser. Key fields that would normally describe client types, fee schedules, and core advisory activities are not populated in the FINTRX entry. That absence means the public profile offers little detail about the firm’s service model, target client segments, or how it structures fees.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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 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 183
  • 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

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