Huddie L. Cheney

STRUCTURED PORTFOLIO SOLUTIONS

The Villages, FL

Some features on this profile are disabled

CRD#: 1189962

Professional summary

Huddie Lee Cheney III, CFP®, who also goes by H L Cheney, H Lee Cheney III, Lee Cheney, is a registered financial advisor currently at STRUCTURED PORTFOLIO SOLUTIONS, LLC located in The Villages, Florida.

Huddie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Huddie has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

H L Cheney | H Lee Cheney Iii | Lee Cheney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Huddie Lee Cheney III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

January 14, 2008 - Present

STRUCTURED PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 145978

The Villages, FL

Past

February 14, 2006 - July 17, 2006

BROKERSXPRESS LLC

CRD#: 127081

CHICAGO, IL

Past

November 23, 2001 - February 27, 2004

SENTINEL FINANCIAL SERVICES COMPANY

CRD#: 31175

MONTPELIER, VT

Past

January 9, 1986 - December 8, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

September 22, 1983 - March 17, 1986

FSC SECURITIES CORPORATION

CRD#: 7461

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/19/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/6/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/19/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/17/1983

General Securities Representative Examination

Current Firm

STRUCTURED PORTFOLIO SOLUTIONS, LLC

DEF RETIREMENT | STRUCTURED PORTFOLIO SOLUTIONS, LLC

CRD#: 145978 / SEC#:

Florida

Registered Investment Advisory firm - (9/19/2017 Approved)

Georgia

Registered Investment Advisory firm - (11/30/2020 Terminated)

New Jersey

Registered Investment Advisory firm - (9/29/2010 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/15/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

The Villages, FL

Mailing Address

Phone number

(484) 678-8773

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 6,821,974

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Huddie L. Cheney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Huddie Lee Cheney III's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRUCTURED PORTFOLIO SOLUTIONS, LLC

BROKERSXPRESS LLC

SENTINEL FINANCIAL SERVICES COMPANY

RAYMOND JAMES FINANCIAL SERVICES, INC.

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/1997

Series 63

Date: 9/19/1983

Series 7

Date: 9/17/1983

Current Firm

STRUCTURED PORTFOLIO SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRUCTURED PORTFOLIO SOLUTIONS, LLC

TRUST BUT VERIFY

Similar Advisors