Michael York (CRD# 3253309) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Saint Louis, MO and has over 24 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Touchstone Securities | Cincinnati, OH | Mar 2017 - Current | 7 |
| Ifs Financial Services | Cincinnati, OH | Feb 2017 - Current | 7 |
| 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 |
- OH
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Total Assets Under Management26,739MILLIONS
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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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