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Timothy John Costanza

Touchstone Advisors Inc.

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About Timothy John Costanza

Timothy Costanza is an investment advisor representative at Touchstone Advisors Inc., located in Cincinnati, Ohio. Timothy has been active in the financial industry since 2003. Timothy is registered with the Financial Industry Regulatory Authority (FINRA) and has licenses in all 50 states. Timothy has held positions at Signator Investors, Inc., and John Hancock Funds, LLC. Timothy's areas of expertise include investment companies and portfolio management. Timothy is a partner in a private investment partnership that focuses on investing in a private fund.

Firm Information

Timothy Costanza 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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Timothy Costanza’s Registration & Firm History

OH

11/09/2012 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

MA

11/13/2003 - 10/26/2012

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

03/17/2003 - 11/20/2003

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 01/15/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2004

Series 7 - General Securities Representative Examination

BC

Issued 03/13/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy John Costanza.
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