Alec Mcclellan is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 1 years of industry experience. Alec is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 40 clients with $31B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
77 advisors
IM Fee
Planning only
Assets Under Management
$31.1B
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Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
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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.
Learn about disclosures →Employment History
Current Registrations
Touchstone Advisors INC
December 2025 - Present · 10 mos
Touchstone Securities, LLCBroker
August 2025 - Present · 1 yr 2 mos
State Registrations17 states
ALARFLIAILKSMDMOMSMTNEOHOKORPATXWA
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.
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