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Michael Joseph York

Touchstone Advisors Inc.

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About Michael Joseph York

Michael York is a registered representative with Touchstone Advisors Inc. with over 20 years of experience in the financial industry. Michael York has been registered with the state of Ohio since 2019. In addition to being registered with the state of Ohio, Michael York is also registered with the states of Alabama, Arkansas, Illinois, Iowa, Kansas, Mississippi, Missouri, Nebraska, and Ohio. Michael York is also a registered investment advisor in Ohio. Michael York's past employment includes positions with NYLIFE DISTRIBUTORS LLC, COLUMBIA FUNDS DISTRIBUTOR, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Michael York has passed the Series 63, Series 7, and Series 65 exams. Michael York is a licensed securities professional who helps clients meet their financial goals.

Firm Information

Michael York 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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Michael York’s Registration & Firm History

OH

06/23/2019 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

NY

09/08/2005 - 07/05/2016

NYLIFE DISTRIBUTORS LLC (NEW YORK NY)

MA

02/22/2000 - 06/23/2004

COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MN

08/23/1999 - 06/05/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/23/1999 - 06/05/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/28/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph York.
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