Eric A. Cheney

VANTAGE WEALTH MANAGEMENT LLC

Corvallis, OR 97333

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CRD#: 5880957

Professional summary

Eric Appleton Cheney, CFP® is a registered financial advisor currently at VANTAGE WEALTH MANAGEMENT LLC located in Corvallis, Oregon.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Eric has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

LICENSED INDEPENDENT INSURANCE AGENT WITH VARIOUS INSURANCE CARRIERS. LIFE, HEALTH, AND FIXED INSURANCE ONLY. AQUIRED INSURANCE LICENSE IN 2011. SPEND LESS THAN 4 HOURS PER MONTH AT THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Appleton 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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

July 1, 2024 - Present

VANTAGE WEALTH MANAGEMENT LLC

Office #1: 545 2nd Street, Suite D, Corvallis, OR 97333

RIA

CRD#: 324413

Corvallis, OR

Past

May 18, 2015 - January 24, 2025

TURMAN FINANCIAL GROUP, LLC

RIA

CRD#: 151121

CORVALLIS, OR

Past

May 17, 2011 - May 18, 2015

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

CORVALLIS, OR

Past

May 17, 2011 - May 18, 2015

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

CORVALLIS, OR

Past

April 4, 2011 - April 14, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

NEWPORT, OR

Past

April 4, 2011 - April 14, 2011

LPL FINANCIAL LLC

CRD#: 6413

NEWPORT, OR

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

Oregon
(7/1/2024)

IAR

Washington
(12/12/2024)

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 66

Date: 2/8/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/18/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/1/2011

General Securities Representative Examination

Current Firm

VANTAGE WEALTH MANAGEMENT LLC

CRD#: 324413 / SEC#:

Oregon

Registered Investment Advisory firm - (1/31/2023 Approved)

Washington

Registered Investment Advisory firm - (12/12/2024 Approved)

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Contact information

Main Address

545 2nd Street, Suite D, Corvallis, OR 97333

Mailing Address

Phone number

(541) 714-5221

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	311
AUM (Assets Under Management)	$ 48,580,600

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.

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Eric A. Cheney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Appleton Cheney's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANTAGE WEALTH MANAGEMENT LLC

TURMAN FINANCIAL GROUP, LLC

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/8/2011

SIE

Date: 5/18/2015

Series 7

Date: 4/1/2011

Current Firm

VANTAGE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VANTAGE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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