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 is recorded in FINTRX as having been SEC-registered since 1968. Ownership is reported as a combination of a domestic entity and individual owners. The firm is classified in the snapshot as "Unclassified." FINTRX indicates it is not a capital allocator and is not designated as an active ESG investor. Several common profile fields — including client base, fee structure, business activities, and advisory activities — are not populated in the available dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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