Daniel Downing, financial advisor Cincinnati OH

Daniel Downing

CRD Number: 7032289
Current Firm: Touchstone Advisors Inc.

Daniel Downing (CRD# 7032289) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Touchstone Securities Cincinnati, OH Oct 2018 - Current 4
Ifs Financial Services Cincinnati, OH Oct 2018 - Current 4
Unemployed Cincinnati, OH Aug 2018 - Oct 2018 < 1
Montage Beverly Hills Beverly Hills, CA Jun 2018 - Aug 2018 < 1
Unemployed Cincinnati, OH Mar 2018 - Jun 2018 < 1
Kitchen 1883 Union, KY Sep 2017 - Mar 2018 < 1
Unemployed Cincinnati, OH Jul 2017 - Sep 2017 < 1
Total Quality Logistics Erlanger, KY Sep 2016 - Jul 2017 < 1
Fhlb Cincinnati Cincinnati, OH Sep 2015 - Sep 2016 1
Xavier University Cincinnati, OH Aug 2014 - Sep 2015 1
Xavier University Cincinnati, OH May 2014 - Aug 2014 < 1
Xavier University Cincinnati, OH Aug 2013 - May 2014 < 1
Horizon Farms Pool Warwick, NY Jun 2011 - Aug 2013 2
Scenic Farms Gc Pine Island, NY May 2008 - Aug 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Daniel M. Downing
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    34,632
    MILLIONS
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $961,999,570
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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