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R Crit Thomas

Touchstone Advisors Inc.

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About R Crit Thomas

R. Crit Thomas is an investment advisor representative with Touchstone Advisors Inc. R. Crit Thomas has been in the securities industry since December 18, 2004. R. Crit Thomas is registered with FINRA and the state of Ohio. R. Crit Thomas is also registered as an investment advisor representative in Ohio. R. Crit Thomas's previous employers include Quasar Distributors, LLC and New Covenant Funds Distributor, Inc. R. Crit Thomas has passed the Series 63, Series 7 and SIE exams. R. Crit Thomas holds the designation of Chartered Financial Analyst. R. Crit Thomas specializes in portfolio management for individuals and investment companies.

Firm Information

R Thomas 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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R Thomas’s Registration & Firm History

OH

11/09/2017 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

ME

04/01/2011 - 12/31/2011

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

IN

06/15/2009 - 03/30/2011

NEW COVENANT FUNDS DISTRIBUTOR, INC. (JEFFERSONVILLE IN)

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Licenses & Designations

BC

Issued 10/08/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for R Crit Thomas.
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