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Bradley Stephen Watterson

Touchstone Advisors Inc.

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About Bradley Stephen Watterson

Bradley Watterson is an investment advisor representative and has been in the financial services industry for over 17 years. Bradley Watterson is currently registered with Touchstone Advisors Inc. Bradley Watterson's registrations include Series 6, 63, 65, and 26, as well as the SIE. Bradley Watterson is registered in Ohio and Kentucky. Bradley Watterson has passed exams in the areas of Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, Investment Company Products/Variable Contracts Principal Examination, Securities Industry Essentials Examination, and Investment Company Products/Variable Contracts Representative Examination. Bradley Watterson is a member of Sub-Advisory Institute.

Firm Information

Bradley Watterson is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Watterson’s Registration & Firm History

OH

10/04/2007 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 11/23/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/24/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Stephen Watterson.
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