BP
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Bartlomiej Pindela

2 Years of Experience
Broker

Bartlomiej Pindela is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 2 years of industry experience. Bartlomiej 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

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

Employment History
Current Registrations
Touchstone Advisors INC
May 2023 - Present · 2 yrs 11 mos
Touchstone Securities, LLCBroker
April 2023 - Present · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Bartlomiej Pindela - Financial Advisor | TrueAdvisor