Stephanie Pack
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.
- Touchstone Advisors IncJun 2026 to now
- Touchstone InvestmentsJun 2026 to now
- T. Rowe PriceApr 2018 to May 2026
- Bank of America, N.A.Dec 2014 to Mar 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6374735
- Firm CRD
- 107028