Role at Touchstone Advisors
- Title on Schedule A
- VP, Product Management & Head of Capital Markets
- Control
- Matthew Barry is not a control person of Touchstone Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Matthew Barry has held the filed role since May 2018.
The firm
Form ADV filed 31 March 2026
Career on record
Matthew Barry has been registered through Touchstone Advisors since September 2017.
- Passed Series 24 and SIE · 2018
- Passed Series 65 · 2017
- Touchstone Advisors IncCurrent– present · 9 yearsCincinnati, OH · Adviser representative · Firm CRD 107028
- Passed Series 7 and Series 63 · 2016
Registrations and exams
Matthew Barry has a current investment-adviser registration in Ohio and has passed 5 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Ohio | Investment adviser representative | Approved | 5 September 2017 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 December 2016 |
| Series 24 | General Securities Principal Examination | 20 June 2018 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 24 October 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Matthew Robert Barry
- CRD
- 5433368
- 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 Matthew Barry work?
Matthew Barry has been VP, Product Management & Head of Capital Markets of Touchstone Advisors Inc since May 2018.
Is Matthew Barry a financial advisor?
Yes. Matthew Barry has a current investment-adviser registration in Ohio, through Touchstone Advisors since September 2017, as of 18 October 2026.
How many years of experience does Matthew Barry have?
Matthew Barry has worked in the financial industry for 9 years as of 18 October 2026, counted from 23 October 2016, across 1 adviser firm.
What exams has Matthew Barry passed?
Matthew Barry has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and SIE. The earliest, the Series 7, was passed in October 2016.
Where is Matthew Barry based?
Matthew Barry’s registered office is in Cincinnati, OH.
Leadership at Touchstone Advisors
- Benjamin AlgePresident
- Timothy PaulinSR. Vice President Investment Research & Product Management
- Bradley WattersonAssistant Vice President, Investment Research
- Scott WittmanVice President, Tax
- Terrie Ann WiedenheftChief Financial Officer
- Timothy StearnsVP, Chief Compliance Officer
- Lindsay ConnellyAvp, Assistant Treasurer
- Jay JohnsonVP, Corporate Finance and Treasurer
- Anthony LazzeriAvp, Product Management & Capital Markets
- Teresa LucasVP, Assistant Treasurer, Fund Accounting, Financial Reporting, Tax
- Jill McGruderDirector
- John MusgroveAvp, Assistant Treasurer
- Jonathan NiemeyerDirector
- Tyler RennersSecretary
- Thomas SinglerAvp, Investment Strategy Specialist
- Julie SmithVP, Fund Administration and Operations
- R ThomasAvp, Global Market Strategist
- Donald WuebblingDirector