Daniel Mark Downing
Investment adviser representative at Touchstone Advisors Inc
2 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
2 years in the industry.
- Touchstone Advisors IncMay 2019 to now
- Ifs Financial ServicesOct 2018 to now
- Touchstone SecuritiesOct 2018 to now
- UnemployedAug 2018 to Oct 2018
- Montage Beverly HillsJun 2018 to Aug 2018
- UnemployedMar 2018 to Jun 2018
- Kitchen 1883Sep 2017 to Mar 2018
- UnemployedJul 2017 to Sep 2017
- Total Quality LogisticsSep 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
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
- 7032289
- Firm CRD
- 107028