Touchstone Securities, LLC

Broker-DealerFINRA MemberEst. 1968
Total AUM
—
Advisory reps
185
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 SEC-registered since 1968. Public disclosures classify the firm as "Unclassified" and identify the owner type as a domestic entity and individual. The available records do not describe the firm's advisory activities, fee models, or client segments. Operational flags in the snapshot indicate the firm is not designated as a capital allocator, not an active ESG investor, not a multi-state adviser, and not newly formed.

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

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • 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 180
  • 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