BC
BC

Brian Cheyne

28 Years of Experience
Broker

Brian Cheyne is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
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Location

303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203

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History

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.

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Other Business Activities

Brian is the Travel Manager and Treasurer for the Cincinnati Synchrogators Parents Association, a synchronized swimming team supported by the YMCA, dedicating a few hours per week. He also spends minimal time during trading hours on this activity.

Employment History
Current Registrations
Touchstone Advisors INC
June 2008 - Present · 17 yrs 10 mos
Touchstone Securities, LLCBroker
June 2008 - Present · 17 yrs 10 mos
Previous Registrations
Wachovia Securities, LLC
January 2007 - May 2008 · 1 yr 4 mos
Wachovia Securities, LLCBroker
January 2007 - May 2008 · 1 yr 4 mos
UBS Financial Services INC.
August 1999 - January 2007 · 7 yrs 5 mos
UBS Financial Services INC.Broker
March 1997 - January 2007 · 9 yrs 10 mos
State Registrations2 states
KYOH
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.
Brian Cheyne - Financial Advisor | TrueAdvisor