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Daniel Joseph Carter

Fort Washington Investment Advisors Inc

Cincinnati, OH

CRD 5141797

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Employer firm

Fort Washington Investment Advisors Inc CRD 107126

$93.5B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Fort Washington Investment Advisors Inc

303 Broadway Suite 1200, Cincinnati, OH 45202 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-01-14
TX RA APPROVED 2006-05-15
  • OH RA
    APPROVED
    Since 2015-01-14
  • TX RA
    APPROVED
    Since 2006-05-15

Branch Locations

303 Broadway Suite 1200, Cincinnati, OH 45202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fort Washington Investment Advisors, Inc. Cincinnati OH 05/2000 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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