Touchstone Securities, LLC

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
189
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 has been registered with the SEC since 1968. The firm is recorded as a domestic entity with individual ownership and is classified in the dataset as unclassified. The FINTRX snapshot does not list specific advisory activities, fee structure, client types, or business lines. The record also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, not a related adviser, and is not flagged as an active ESG investor.

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 184
  • 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