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Richard Patrick Burt

Touchstone Advisors Inc.

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About Richard Patrick Burt

Richard Burt is a financial advisor with over 14 years of experience in the industry. Richard currently works at Touchstone Advisors Inc. where he is a Registered Representative. Before joining Touchstone Advisors Inc. Richard worked at Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., Neuberger Berman LLC, Macquarie Capital (USA) Inc. and Putnam Retail Management Limited Partnership. Richard is also a Chartered Financial Analyst. Richard is registered with the following states: California, Connecticut, New Jersey, New York and Ohio.

Firm Information

Richard Burt 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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Richard Burt’s Registration & Firm History

CT

09/30/2022 - Present

Touchstone Advisors Inc. (Norwalk CT)

TX

05/25/2019 - 09/19/2022

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

NY

03/09/2016 - 05/25/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

04/27/2012 - 12/04/2015

NEUBERGER BERMAN LLC (NEW YORK NY)

MA

06/05/2009 - 05/02/2012

MACQUARIE CAPITAL (USA) INC. (BOSTON MA)

MA

08/23/2007 - 02/18/2009

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 05/08/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2014

Series 31 - Futures Managed Funds Examination

BC

Issued 09/02/2008

Series 7 - General Securities Representative Examination

BC

Issued 08/22/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Patrick Burt.
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