Anthony Carl Lazzeri
Investment Adviser Representative at Touchstone Advisors Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anthony Carl Lazzeri is an investment adviser representative with Touchstone Advisors Inc in Cincinnati, OH, where they have been registered since 2022. They have worked in the securities industry since 2019 and were previously registered with J.p. Morgan Securities LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 50
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Touchstone SecuritiesDec 2021 – no end date reportedCincinnati, OH
- IFS Financial ServicesJun 2021 – no end date reportedCincinnati, OH
- W&sfgJun 2018 – Jun 2021Cincinnati, OH
- Ohio State UniversityAug 2016 – May 2018Columbus, OH
- Nationwide InsuranceJun 2017 – Aug 2017Columbus, OH
- St. Columban ChurchAug 2009 – no end date reportedLoveland, OH
- Self employed MusicianOct 2000 – no end date reportedCincinnati, OH
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Touchstone Advisors Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Cincinnati, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Carl Lazzeri has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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