IT
CFA · CFP · ChFC
IT
CFA · CFP · ChFC
Irene Tsai is a CFA, CFP, ChFC-designated registered investment advisor, based in Cincinnati, OH, with 4 years of industry experience.
Location
303 Broadway, Suite 1200, Cincinnati, OH, 45202
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Touchstone Securities, LLCBroker
August 2025 - Present · 8 mos
Fort Washington Investment Advisors INC
July 2025 - Present · 9 mos
Previous Registrations
Nationwide Investment Services CorporationBroker
November 2011 - May 2015 · 3 yrs 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.