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Bradley Watterson

Assistant Vice President, Investment Research at Touchstone Advisors

Investment adviser and broker registrationsCincinnati, OHSEC record checked 17 October 2026

20
Years in the industry
19
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Bradley Watterson is Assistant Vice President, Investment Research of Touchstone Advisors Inc, a Cincinnati investment adviser managing $31.1B. Bradley Watterson has been registered through Touchstone Advisors since 4 October 2007, has 20 years in the industry across 2 firms and has passed 5 licensing exams.

Role at Touchstone Advisors

Title on Schedule A
Assistant Vice President, Investment Research
Control
Bradley Watterson is not a control person of Touchstone Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Bradley Watterson has held the filed role since March 2020.

The firm

Touchstone Advisors Inc
Cincinnati, OH

Form ADV filed 31 March 2026

$31.1B AUM40 clients14 advisers1 offices

Career on record

Bradley Watterson has been registered through Touchstone Advisors since October 2007, and before that through Robert Leshner And Associates, Inc..

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 6, Series 26 and Series 63 · 2015
  3. Touchstone Advisors IncCurrent
    – present · 19 years
    Cincinnati, OH · Adviser representative · Firm CRD 107028
  4. Robert Leshner And Associates, Inc.
    – · 2 years
    Cincinnati, OH · Adviser representative · Firm CRD 121975
  5. Passed Series 65 · 2006

Registrations and exams

Bradley Watterson has a current investment-adviser registration in Ohio and has passed 5 qualifying exams.

Ohio4 October 2007
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6323 November 2015
Name
Uniform Securities Agent State Law Examination
Series 657 February 2006
Name
Uniform Investment Adviser Law Examination
Series 2624 September 2015
Name
Investment Company Products/Variable Contracts Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 65 June 2015
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Bradley Stephen Watterson
CRD
2859471
Firm
Touchstone Advisors Inc
Registration status
Investment adviser and broker registrations
Office
303 BROADWAY, SUITE 1100, Cincinnati, OH 45202-4203

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Bradley Watterson work?

Bradley Watterson has been Assistant Vice President, Investment Research of Touchstone Advisors Inc since March 2020.

Source: Form ADV, Schedule A, filed 31 March 2026

Is Bradley Watterson a financial advisor?

Yes. Bradley Watterson has a current investment-adviser registration in Ohio, through Touchstone Advisors since October 2007, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Bradley Watterson have?

Bradley Watterson has worked in the financial industry for 20 years as of 17 October 2026, counted from 12 March 2006, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Bradley Watterson passed?

Bradley Watterson has passed 5 licensing exams: the Series 65, Series 6, Series 26, Series 63 and SIE. The earliest, the Series 65, was passed in February 2006.

Source: IAPD individual record, checked 17 October 2026

Where did Bradley Watterson work before Touchstone Advisors?

Before Touchstone Advisors, Bradley Watterson was registered through Robert Leshner And Associates, Inc., February 2006 to August 2007.

Source: IAPD individual record, checked 17 October 2026

Where is Bradley Watterson based?

Bradley Watterson’s registered office is in Cincinnati, OH.

Source: IAPD individual record, checked 17 October 2026

Leadership at Touchstone Advisors

  • Benjamin Alge
    President
  • Timothy Paulin
    SR. Vice President Investment Research & Product Management
  • Scott Wittman
    Vice President, Tax
  • Terrie Ann Wiedenheft
    Chief Financial Officer
  • Timothy Stearns
    VP, Chief Compliance Officer
  • Matthew Barry
    VP, Product Management & Head of Capital Markets
  • Lindsay Connelly
    Avp, Assistant Treasurer
  • Jay Johnson
    VP, Corporate Finance and Treasurer
  • Anthony Lazzeri
    Avp, Product Management & Capital Markets
  • Teresa Lucas
    VP, Assistant Treasurer, Fund Accounting, Financial Reporting, Tax
  • Jill McGruder
    Director
  • John Musgrove
    Avp, Assistant Treasurer
  • Jonathan Niemeyer
    Director
  • Tyler Renners
    Secretary
  • Thomas Singler
    Avp, Investment Strategy Specialist
  • Julie Smith
    VP, Fund Administration and Operations
  • R Thomas
    Avp, Global Market Strategist
  • Donald Wuebbling
    Director

Sources

  1. IAPD individual record, CRD 2859471. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Touchstone Advisors Inc, filed 31 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Bradley Watterson or Touchstone Advisors Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.