Eric Cheyne
Eric Cheyne is a registered investment advisor at Osaic Wealth, INC., based in Farmington, CT, with 28 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2 Bridgewater Road, Suite 201, Farmington, CT, 06032
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Eric is an insurance agent with Highland Capital Brokerage since 2010, dedicating minimal time, and an investment advisor with Medallion Wealth Advisors, taking about half of his time. He also serves as a board member for a non-profit country club, spending minimal time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Medallion Wealth Advisors, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Merion Wealth Partners, LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Advest, INC.
Advest, INC.Broker
State Registrations29 states
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.