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Thomas James Singler

TOUCHSTONE ADVISORS INC·CINCINNATI, Ohio
SIE, Series 7, Series 63, Series 66Clean record14 years registeredTOUCHSTONE ADVISORS INC
303 BROADWAY, CINCINNATI, OH 45202-4203CRD# 5888113Firm CRD# 107028

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas James Singler · CINCINNATI, OH
Registration
CRD #5888113 · TOUCHSTONE ADVISORS INC · 14 years registered
Brand Profile
Not yet started
01

Career History

Jan 2012present
Nov 2011Jan 2012
COVINGTON, KY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · November 4, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOUCHSTONE ADVISORS INC
CRD 107028 · SEC 801-45963
AUM
$26.7B
Regulatory assets under management
Employees
84
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
Introduction

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05

Frequently Asked Questions

What services does Thomas James Singler offer?
Thomas James Singler specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.
What are Thomas James Singler's credentials?
Thomas James Singler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas James Singler located?
Thomas James Singler is based in CINCINNATI, Ohio, working with TOUCHSTONE ADVISORS INC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Thomas James Singler charge for services?
Thomas James Singler'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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