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Michael York

24 Years of Experience
Cincinnati, OH
Broker

Michael York is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
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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.

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Other Business Activities

Michael engages in business-to-business marketing for Touchstone Securities, dedicating a few hours per week. He also owns rental properties, spending minimal time on related duties.

Employment History
Current Registrations
Touchstone Advisors INC
June 2019 - Present · 7 yrs 1 mo
Touchstone Securities, LLC
March 2017 - Present · 9 yrs 4 mos
Touchstone Securities, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Nylife Distributors LLCBroker
September 2005 - July 2016 · 10 yrs 10 mos
Columbia Funds Distributor, INC.Broker
February 2000 - June 2004 · 4 yrs 4 mos
American Express Financial Advisors INC.Broker
August 1999 - June 2000 · 10 mos
Ids Life Insurance CompanyBroker
August 1999 - June 2000 · 10 mos
State Registrations15 states
ALARFLIAILKSMDMOMSMTNEOHORPAWA
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.