Unclaimed Profile

Anthony Carl Lazzeri

TOUCHSTONE ADVISORS INC·CINCINNATI, Ohio

SIE, Series 6, Series 7TO, Series 63, Series 66Clean record4 years registeredTOUCHSTONE ADVISORS INC

303 BROADWAY, CINCINNATI, OH 45202-4203CRD# 6200724Firm CRD# 107028

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Carl Lazzeri · CINCINNATI, OH

Registration

CRD #6200724 · TOUCHSTONE ADVISORS INC · 4 years registered

Brand Profile

Not yet started

Career History

TOUCHSTONE ADVISORS INC

May 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 63

Series 66

Registration record

First registered · May 12, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOUCHSTONE ADVISORS INC

CRD 107028 · SEC 801-45963

AUM

$26.7B

Regulatory assets under management

Employees

39 client accounts

Services offered by TOUCHSTONE ADVISORS INC

Per Form ADV

Portfolio management (pooled investments)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at TOUCHSTONE ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Anthony Carl Lazzeri offer?

Anthony Carl Lazzeri specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Anthony Carl Lazzeri's credentials?

Anthony Carl Lazzeri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Carl Lazzeri located?

Anthony Carl Lazzeri is based in CINCINNATI, Ohio, working with TOUCHSTONE ADVISORS INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Anthony Carl Lazzeri charge for services?

Anthony Carl Lazzeri's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOUCHSTONE ADVISORS INC?

TOUCHSTONE ADVISORS INC has approximately 84 employees and manages $26.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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