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Bradley Watterson

20 Years of Experience
Broker

Bradley Watterson is a registered investment advisor, based in Cincinnati, OH, with 20 years of industry experience.

Location

303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bradley provides content to the Sub-Advisory Institute, a professional network organization, regarding business trends and practice management. He dedicates minimal time to this activity, with one call and one conference attendance per year.

Employment History
Current Registrations
Touchstone Securities, LLCBroker
June 2015 - Present · 10 yrs 10 mos
Touchstone Advisors INC
October 2007 - Present · 18 yrs 6 mos
Previous Registrations
Robert Leshner and Associates, INC.
February 2006 - August 2007 · 1 yr 6 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bradley Watterson - Financial Advisor | TrueAdvisor