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Mary Mock

19 Years of Experience
Cincinnati, OH
Broker

Mary Mock is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 19 years of industry experience. Mary 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.

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

Mary engages in business-to-business marketing for Touchstone Securities and is a member-manager of Osprey Nest Properties, LLC, a real estate rental property. The marketing activities take a few hours per week, while the real estate activities take minimal time.

Employment History
Current Registrations
Touchstone Advisors INC
June 2019 - Present · 6 yrs 11 mos
Touchstone Securities, LLC
January 2007 - Present · 19 yrs 4 mos
Touchstone Securities, LLCBroker
January 2007 - Present · 19 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.