Role at Touchstone Advisors
- Title on Schedule A
- Avp, Investment Strategy Specialist
- Control
- Thomas Singler is a control person of Touchstone Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Thomas Singler has held the filed role since March 2024.
The firm
Form ADV filed 31 March 2026
Career on record
Thomas Singler has been registered through Touchstone Advisors since January 2012, and before that through Strategic Advisers, Inc..
- Passed SIE · 2018
- Touchstone Advisors IncCurrent– present · 15 yearsCincinnati, OH · Adviser representative · Firm CRD 107028
- Strategic Advisers, Inc.– · under a yearCovington, KY · Adviser representative · Firm CRD 104555
- Passed Series 7, Series 63 and Series 66 · 2011
Registrations and exams
Thomas Singler has a current investment-adviser registration in Ohio and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Ohio | Investment adviser representative | Approved | 17 January 2012 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 November 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 May 2011 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 15 April 2011 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Thomas James Singler
- CRD
- 5888113
- Registration status
- Investment adviser and broker registrations
- Office
- 303 BROADWAY, SUITE 1100, Cincinnati, OH 45202-4203
- Firm bio
- touchstoneinvestments.com
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
Background
Touchstone identifies Tom Singler as an assistant vice president and portfolio and practice management consultant. Touchstone Investments official page
Common questions
Where does Thomas Singler work?
Thomas Singler has been Avp, Investment Strategy Specialist of Touchstone Advisors Inc since March 2024, and is a control person of the firm.
Is Thomas Singler a financial advisor?
Yes. Thomas Singler has a current investment-adviser registration in Ohio, through Touchstone Advisors since January 2012, as of 18 October 2026.
How many years of experience does Thomas Singler have?
Thomas Singler has worked in the financial industry for 15 years as of 18 October 2026, counted from 29 April 2011, across 2 adviser firms.
What exams has Thomas Singler passed?
Thomas Singler has passed 4 licensing exams: the Series 7, Series 63, Series 66 and SIE. The earliest, the Series 7, was passed in April 2011.
Where did Thomas Singler work before Touchstone Advisors?
Before Touchstone Advisors, Thomas Singler was registered through Strategic Advisers, Inc., November 2011 to January 2012.
Where is Thomas Singler based?
Thomas Singler’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
- Matthew BarryVP, Product Management & Head of Capital Markets
- 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
- Julie SmithVP, Fund Administration and Operations
- R ThomasAvp, Global Market Strategist
- Donald WuebblingDirector