Roberto Crugnale, financial advisor Noblesville IN
93 score

Roberto Crugnale

CRD Number: 3170287
Current Firm: Touchstone Advisors Inc.

Roberto Crugnale (CRD# 3170287) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Noblesville, IN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Ifs Financial Services Inc. Cincinnati, OH Jan 2015 - Current 1
Touchstone Securities, Inc. Cincinnati, OH Jan 2015 - Current 1
Eaton Vance Management Boston, MA Nov 2012 - Jan 2015 2
Eaton Vance Distributors, Inc. Boston, MA Nov 2012 - Jan 2015 2
Eaton Vance Management Boston, MA Jan 2012 - Oct 2012 < 1
Eaton Vance Distributors, Inc. Boston, MA Jan 2012 - Oct 2012 < 1
Eaton Vance Management Boston, MA Jan 2010 - Jan 2012 2
Eaton Vance Distributors, Inc. Boston, MA Jan 2010 - Jan 2012 2
Eaton Vance Management Boston, MA Aug 2009 - Jan 2010 < 1
Eaton Vance Distributors, Inc. Boston, MA Feb 2008 - Jan 2010 1
Eaton Vance Distributors, Inc. Boston, MA Nov 2007 - Jan 2008 < 1
Eaton Vance Distributors, Inc. Boston, MA Apr 2002 - Oct 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for Roberto Crugnale
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    17,043
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $437,007,509
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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