Daniel Allen Webster
Investment adviser representative at Touchstone Advisors Inc
11 yearsExperience
1 stateRegistered in
$31.1BFirm assets
32 yearsFirm in business
Are you Daniel Allen Webster? Claim your profile
Contact this firm
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
11 years in the industry.
- Touchstone Advisors IncAug 2026 to now
- Touchstone InvestmentsAug 2026 to now
- Put In Bay Golf CartsJun 2026 to Jul 2026
- Touchstone InvestmentsMay 2025 to Aug 2025
- Gem Beach MarinaMay 2024 to Aug 2024
- Humbard LLC (mcdonalds)May 2023 to Aug 2023
- Xavier UniversityAug 2022 to May 2026
- Humbard LLC (mcdonalds)May 2022 to Aug 2022
- Hubard LLC (mcdonalds)May 2021 to Aug 2021
- Bassets HardwareMay 2020 to Aug 2020
- Bassets HardwareMay 2019 to Aug 2019
- Danbury High SchoolSep 2018 to May 2022
- Lakeside HotelMay 2018 to Aug 2018
- Danbury Middle SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8149965
- Firm CRD
- 107028