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Michael Dibattista

Investment adviser representative at Touchstone Advisors Inc
12 yearsExperience
1 stateRegistered in
$31.1BFirm assets
32 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Touchstone Advisors IncDec 2021 to now
  2. IfsAug 2021 to now
  3. Touchstone Securities IncAug 2021 to now
  4. The Crm GroupMay 2020 to Jul 2021
  5. The Quantum GroupMay 2019 to Mar 2020
  6. Ria Sources LLCNov 2014 to Apr 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (OH).

Touchstone Advisors Inc

$31.1BAssets managed
40Clients
78Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5810658
Firm CRD
107028
Advisor's SEC record (opens in a new tab)
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