Anthony Carl Lazzeri
Investment adviser representative at Touchstone Advisors Inc
26 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
26 years in the industry.
- Touchstone Advisors IncMay 2022 to now
- Touchstone SecuritiesDec 2021 to now
- Ifs Financial ServicesJun 2021 to now
- St. Columban ChurchAug 2009 to now
- Self Employed MusicianOct 2000 to now
- W&sfgJun 2018 to Jun 2021
- Nationwide InsuranceJun 2017 to Aug 2017
- Ohio State UniversityAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2022
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
- 6200724
- Firm CRD
- 107028