TC
TC

Timothy Costanza

22 Years of Experience
Cincinnati, OH
Broker

Timothy Costanza is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 22 years of industry experience. Timothy 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

Timothy is a partner in an investment partnership investing in a private fund, with no duties or compensation. He also provides marketing and solicitation for Separately Managed Accounts and Model Portfolio Delivery options, dedicating a few hours per week during trading hours.

Employment History
Current Registrations
Touchstone Securities, LLC
November 2012 - Present · 13 yrs 8 mos
Touchstone Advisors INC
November 2012 - Present · 13 yrs 8 mos
Touchstone Securities, LLCBroker
November 2012 - Present · 13 yrs 8 mos
Previous Registrations
Manulife Asset Management (US) LLC
February 2004 - October 2012 · 8 yrs 8 mos
John Hancock Advisers, LLC
February 2004 - December 2010 · 6 yrs 10 mos
John Hancock Funds, LLCBroker
November 2003 - October 2012 · 8 yrs 11 mos
Signator Investors, INC.Broker
March 2003 - November 2003 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.