Steve Seid (CRD# 6093948) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Novato, CA and has over 11 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities | Cincinnati, OH | Jul 2012 - Current | 11 |
| Western Southern Life | Cincinnati, OH | Jun 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
- OH
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Total Assets Under Management26,739MILLIONS
-
Total Number of Accounts39ACCOUNTS
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Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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