MC
Matthew T. Cheney
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
OLATHE, KS
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CRD#: 2882640
MC
Professional summary
Matthew Todd Cheney, who also goes by Matt Cheney, is a registered financial advisor currently at MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST located in Olathe, Kansas and DELAWARE DISTRIBUTORS, L.P. located in Philadelphia, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Matthew has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt 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.
Young Living Essential Oils; not investment-related; 12227 S Solomon Rd Olathe, KS 66061; direct marketing company; Consultant; Start of Relationship: 2018; 0 hours per month devoted; I don�??t market this business at all. I am a part of my wife�??s organization that she has built. Cheney Enterprises, LLC DBA Selfie WRLD; not investment-related; 12227 S Solomon Rd Olathe, KS 66061; Kansas City franchise is a DIY photography studio; Managing Partner; Start of Relationship: 2021; 10 hours per month devotion (o hours during trading hours); Part owner/operator of a franchise named Selfie WRLD Kansas City
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Todd Cheney'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®
NoneExperience
Current
May 4, 2021 - Present
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
Office #2: 610 Market Street, Philadelphia, PA 19106RIA
CRD#: 105390
OLATHE, KS
Current
May 4, 2021 - Present
DELAWARE DISTRIBUTORS, L.P.
Office #1: 610 Market St 100 Independence, Philadelphia, PA 19106BD
CRD#: 14232
Philadelphia, PA
Past
October 16, 2012 - April 21, 2021
WADDELL & REED
RIA
CRD#: 866
OVERLAND PARK, KS
Past
March 26, 2008 - August 30, 2021
IVY DISTRIBUTORS, INC.
BD
CRD#: 16496
OVERLAND PARK, KS
Past
January 24, 2008 - April 21, 2021
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Past
November 20, 2007 - January 17, 2008
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
KANSAS CITY, MO
Past
August 12, 2002 - January 11, 2006
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
September 28, 2001 - July 25, 2002
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
SCOTTSDALE, AZ
Past
December 7, 1999 - December 19, 2000
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
BALTIMORE, MD
Past
January 2, 1998 - August 24, 1998
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
May 13, 1997 - January 2, 1998
AEGON USA SECURITIES INC.
BD
CRD#: 13302
CEDAR RAPIDS, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
CPG FUND ADVISERS | VANTAGE INVESTMENT ADVISERS | MACQUARIE PRIVATE FUND ADVISERS | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | MACQUARIE INVESTMENT MANAGEMENT ADVISERS | MACQUARIE ASSET ADVISERS | MACQUARIE ALTERNATIVE STRATEGIES | DELAWARE MANAGEMENT COMPANY | DELAWARE MANAGEMENT BUSINESS TRUST | DELAWARE LINCOLN INVESTMENT ADVISERS | DELAWARE LINCOLN CASH MANAGEMENT | DELAWARE INVESTMENTS FUND ADVISERS | DELAWARE CAPITAL MANAGEMENT
CRD#: 105390 / SEC#: 801-32108
RIA
Registered Investment Advisory firm - (5/31/1988 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(11/7/2024)
RR
Illinois(11/7/2024)
RR
Iowa(5/4/2021)
RR
Kansas(5/4/2021)
IAR
Kansas(5/4/2021)
RR
Louisiana(1/17/2024)
RR
Michigan(11/7/2024)
RR
Minnesota(5/4/2021)
RR
Mississippi(1/17/2024)
RR
Missouri(5/4/2021)
RR
Nebraska(5/4/2021)
RR
North Dakota(5/4/2021)
RR
Pennsylvania(5/4/2021)
IAR
Pennsylvania(5/6/2021)
RR
South Dakota(5/4/2021)
RR
Tennessee(1/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
CPG FUND ADVISERS | VANTAGE INVESTMENT ADVISERS | MACQUARIE PRIVATE FUND ADVISERS | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | MACQUARIE INVESTMENT MANAGEMENT ADVISERS | MACQUARIE ASSET ADVISERS | MACQUARIE ALTERNATIVE STRATEGIES | DELAWARE MANAGEMENT COMPANY | DELAWARE MANAGEMENT BUSINESS TRUST | DELAWARE LINCOLN INVESTMENT ADVISERS | DELAWARE LINCOLN CASH MANAGEMENT | DELAWARE INVESTMENTS FUND ADVISERS | DELAWARE CAPITAL MANAGEMENT
CRD#: 105390 / SEC#: 801-32108
RIA
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Contact information
Main Address
610 Market Street, Philadelphia, PA 19106
Mailing Address
Phone number
(215) 255-2300
Established
Firm type
Fiscal year end
# of Employees
598
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 317 |
| AUM (Assets Under Management) | $ 164,320,917,908 |
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.
