MD
MD

Michael Dibattista

7 Years of Experience
Cincinnati, OH
Broker

Michael Dibattista is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 7 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.

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

Michael engages in business-to-business marketing and solicitation activities for Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override as a percentage of the management fee.

Employment History
Current Registrations
Touchstone Advisors INC
December 2021 - Present · 4 yrs 5 mos
Touchstone Securities, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Vanguard Marketing CorporationBroker
July 2010 - June 2013 · 2 yrs 11 mos
State Registrations20 states
AZDCDEFLILINMAMDMIMOMSMTNYOHORPAVAVTWAWI
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.
Michael Dibattista - Financial Advisor | TrueAdvisor