Unclaimed Profile

Matthew Robert Barry

TOUCHSTONE ADVISORS INC·CINCINNATI, Ohio

SIE, Series 7, Series 24, Series 63, Series 65Clean record8 years registeredTOUCHSTONE ADVISORS INC

303 BROADWAY, CINCINNATI, OH 45202-4203CRD# 5433368Firm CRD# 107028

Profile Verification

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

Identity

Matthew Robert Barry · CINCINNATI, OH

Registration

CRD #5433368 · TOUCHSTONE ADVISORS INC · 8 years registered

Brand Profile

Not yet started

Career History

TOUCHSTONE ADVISORS INC

Sep 2017 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 5, 2017

Years registered · 8

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 Matthew Robert Barry offer?

Matthew Robert Barry specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Matthew Robert Barry's credentials?

Matthew Robert Barry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Robert Barry located?

Matthew Robert Barry is based in CINCINNATI, Ohio, working with TOUCHSTONE ADVISORS INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Matthew Robert Barry charge for services?

Matthew Robert Barry'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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