EC
Eric T. Cheyne
MEDALLION WEALTH ADVISORS
Farmington, CT 06032
Some features on this profile are disabled
CRD#: 2931953
EC
Professional summary
Eric Thorson Cheyne, who also goes by Thor Cheyne, is a registered financial advisor currently at MEDALLION WEALTH ADVISORS, LLC located in Farmington, Connecticut and OSAIC WEALTH, INC. located in Farmington, Connecticut.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Eric has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Thor Cheyne
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.
1. Highland Capital Brokerage: 1 Farm Glen Blvd. Farmington, CT 06032: Insurance: Investment Related? No: Start date 04/2010: Insurance agent/0% Ownership: $10000/year: 5 hrs/month: 2 hrs/month during marketing hours Medallion Wealth Advisors: 2 Bridgewater Rd. -Ste 104 Farmington, CT 06032: Investment planning and financial advisory: Investment related? Yes: Start date 04/2010: Investment advisor with RIA and IAR; 100% ownership: $180,000/year: 80 hrs/month: 80 hrs/month during marketing hours 2. BOARD MEMBER POSITION: Board Member NATURE: Non-Profit Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: Laurel Oak Country Club, 2700 Gary Player Blvd., Sarasota FL 32240, United States DESCRIPTION: Chair of Finance Committee Budgeting and Finance Operations 3) MEDALLION WEALTH ADVISORS, LLC POSITION: Owner/President/CCO/IAR NATURE: Investment Advisory and Financial Planning as an SEC regulated RIA. 100% Ownership of LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 32 START DATE: 04/01/2010 ADDRESS: 2 Bridgewater Road, Suite 201, Farmington CT 06032, United States DESCRIPTION: Investment Advisory and Financial Planning
CRS (Client Relationship Summary) - RIA
Click below to view Eric Thorson Cheyne'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
January 31, 2011 - Present
MEDALLION WEALTH ADVISORS, LLC
Office #1: 2 Bridgewater Road Suite 201, Farmington, CT 06032RIA
CRD#: 156064
Farmington, CT
Current
October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 2 Bridgewater Road Suite 201, Farmington, CT 06032RIA
BD
CRD#: 23131
FARMINGTON, CT
Past
March 24, 2010 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
FARMINGTON, CT
Past
March 19, 2010 - April 6, 2011
MERION WEALTH PARTNERS, LLC
RIA
CRD#: 152680
BERWYN, PA
Past
June 1, 2009 - April 14, 2010
MORGAN STANLEY
RIA
CRD#: 149777
WEST HARTFORD, CT
Past
June 1, 2009 - April 14, 2010
MORGAN STANLEY
BD
CRD#: 149777
WEST HARTFORD, CT
Past
October 1, 2004 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
WEST HARTFORD, CT
Past
October 1, 2004 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
WEST HARTFORD, CT
Past
October 22, 1997 - October 29, 2004
ADVEST, INC.
RIA
CRD#: 10
HARTFORD, CT
Past
August 14, 1997 - October 29, 2004
ADVEST, INC.
BD
CRD#: 10
HARTFORD, CT
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".
MW
MEDALLION WEALTH ADVISORS, LLC
MEDALLION WEALTH ADVISORS, LLC
CRD#: 156064 / SEC#: 801-116959
RIA
Registered Investment Advisory firm - (7/15/2019 Approved)Connecticut
Registered Investment Advisory firm - (7/24/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (7/23/2019 Terminated)New Hampshire
Registered Investment Advisory firm - (8/6/2019 Terminated)New Jersey
Registered Investment Advisory firm - (7/31/2019 Terminated)New York
Registered Investment Advisory firm - (7/23/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/24/2019 Terminated)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
Alabama(10/11/2024)
RR
Arizona(10/11/2024)
RR
California(10/11/2024)
RR
Colorado(10/11/2024)
IAR
Connecticut(1/31/2011)
RR
Connecticut(10/11/2024)
RR
Delaware(10/11/2024)
RR
Florida(10/11/2024)
RR
Georgia(10/11/2024)
RR
Illinois(10/11/2024)
RR
Indiana(10/11/2024)
RR
Kentucky(10/11/2024)
RR
Maine(10/11/2024)
RR
Maryland(10/11/2024)
IAR
Massachusetts(1/22/2014)
RR
Massachusetts(10/11/2024)
RR
Michigan(10/11/2024)
RR
Nevada(10/11/2024)
IAR
New Hampshire(9/28/2016)
RR
New Hampshire(10/11/2024)
IAR
New Jersey(3/7/2014)
RR
New Jersey(10/11/2024)
RR
New York(10/11/2024)
RR
North Carolina(10/11/2024)
RR
Ohio(10/11/2024)
IAR
Pennsylvania(3/9/2017)
RR
Pennsylvania(10/11/2024)
RR
Puerto Rico(10/11/2024)
RR
Rhode Island(10/11/2024)
RR
South Carolina(10/11/2024)
RR
Tennessee(10/11/2024)
IAR
Texas(12/8/2021)
RR
Texas(10/11/2024)
RR
Virginia(10/11/2024)
RR
Washington(10/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/5/2024
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MW
MEDALLION WEALTH ADVISORS, LLC
MEDALLION WEALTH ADVISORS, LLC
CRD#: 156064 / SEC#: 801-116959
RIA
Registered Investment Advisory firm - (7/15/2019 Approved)Connecticut
Registered Investment Advisory firm - (7/24/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (7/23/2019 Terminated)New Hampshire
Registered Investment Advisory firm - (8/6/2019 Terminated)New Jersey
Registered Investment Advisory firm - (7/31/2019 Terminated)New York
Registered Investment Advisory firm - (7/23/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/24/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Bridgewater Road Suite 201, Farmington, CT 06032
Mailing Address
Phone number
(860) 967-3032
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,493 |
| AUM (Assets Under Management) | $ 407,428,379 |
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.
