Samuel
Mathews

Touchstone Advisors Inc

CRD#7814412
Investment Advisor
in Cincinnati, OH

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About this Advisor

Samuel Mathews is a financial advisor based in Cincinnati, Ohio, working with Touchstone Advisors Inc. Samuel has previously held positions at Uwm, Ew Scripps, Marietta, Stephen T. Badin High School, and Touchstone Securities Inc. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Samuel is part of Touchstone Advisors Inc, which operates out of Cincinnati, Ohio. The firm has 84 employees and manages assets totaling $26.7 billion. The services offered by the firm include portfolio management for investment companies and the selection of other advisers. The fee structure at Touchstone Advisors Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

303 Broadway Suite 1100
Cincinnati, OH 45202-4203

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Touchstone Advisors Inc Brokerage Details

Total Assets Under Management

$26,738,929,617

OH Average: $2,106,341,625
Total Number of Employees

84

OH Average: 34
Total Number of Accounts

39

OH Average: 1,972
Average Account Size

$685,613,580

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for investment companies
  • Selection of other advisers

Samuel Mathews Work History

2023 - Present (2 years)

Touchstone Securities Inc

2022 - 2023 (1 year)

Uwm

2022 - 2022 (< 1 year)

Ew Scripps

2020 - 2022 (2 years)

Marietta

2020 - 2020 (< 1 year)

Ew Scripps

2018 - 2020 (2 years)

Marietta

2014 - 2018 (4 years)

Stephen T. Badin High School

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Disclosures

Please visit the SEC profile of Samuel Mathews to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Touchstone Advisors Inc

Anthony Resendes
Cincinnati, OH
Emily Barnes
Cincinnati, OH
Daniel Downing
Cincinnati, OH
Jacob Willis
Cincinnati, OH
Sami Oudeh
Cincinnati, OH
Samuel Mathews
Cincinnati, OH
Juan Uran Munoz
Cincinnati, OH
Kristen Kirkwood
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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