Michael York, financial advisor Saint Louis MO

Michael York

CRD Number: 3253309
Current Firm: Touchstone Advisors Inc.

Michael York (CRD# 3253309) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Saint Louis, MO and has over 22 years of experience in the finance industry.

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Creative Planning
Company Name Location Dates Years
Touchstone Securities Cincinnati, OH Mar 2017 - Current 4
Ifs Financial Services Cincinnati, OH Feb 2017 - Current 4
Unemployed St. Louis, MO Aug 2016 - Feb 2017 < 1
New York Life Investment Management LLC New York, NY Aug 2005 - Jul 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Michael J. York
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    25,915
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $700,415,817
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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