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Thomas James Singler

Touchstone Advisors Inc.

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About Thomas James Singler

Thomas Singler is a registered representative with Touchstone Advisors Inc. Thomas has been in the industry since April 29, 2011. He has passed the Series 63, Series 66, Series 7 and SIE examinations. Thomas is licensed in 14 states and the District of Columbia. He is also registered as an Investment Advisor Representative in Ohio. Thomas has prior experience with Fidelity Brokerage Services LLC. The firm, Touchstone Advisors Inc., is headquartered in Cincinnati, Ohio. The firm has 76 investment advisor representatives, 76 registered representatives, and 14 investment advisory functions. The firm manages approximately $26.74 billion in assets. The firm provides portfolio management services for investment companies and selection of other advisors. The firm's client types include investment companies.

Firm Information

Thomas Singler 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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Thomas Singler’s Registration & Firm History

OH

01/17/2012 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

KY

04/18/2011 - 01/03/2012

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 11/03/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/02/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas James Singler.
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