Leland R. Cheyne
Professional summary
Leland Russell Cheyne, who also goes by Leland R Cheyne, is a registered financial professional currently at CAPITAL PORTFOLIO MANAGEMENT, INC. located in Timonium, Maryland.
Leland is registered as a RR (Registered Representative) and started their career in finance in 1977. Leland has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Leland Russell Cheyne's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 25, 2024 - Present
CAPITAL PORTFOLIO MANAGEMENT, INC.
Office #1: 9515 Deereco Rd Suite 1010, Timonium, MD 21093July 24, 2007 - April 23, 2024
PERCIVAL FINANCIAL PARTNERS, LTD.
February 2, 2006 - July 19, 2007
A. G. EDWARDS & SONS, INC.
October 4, 1993 - July 19, 2007
A. G. EDWARDS & SONS, INC.
August 25, 1989 - October 8, 1993
PRUDENTIAL EQUITY GROUP, LLC
April 11, 1984 - August 25, 1989
THOMSON MCKINNON SECURITIES INC.
February 10, 1981 - April 6, 1984
KIDDER, PEABODY & CO. INCORPORATED
September 26, 1978 - March 9, 1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 26, 1977 - September 26, 1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/25/2024)
(6/24/2024)
(4/25/2024)
(4/25/2024)
Exams
FINRA
Current Firm
CAPITAL PORTFOLIO MANAGEMENT, INC.
CRD#: 29302 / SEC#: , 8-44225
Contact information
FINRA licenses (16 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DYER, PATRICK VINCENT | PRESIDENT/COMMON STOCK SHAREHOLDER/CONTROL PERSON/CHIEF COMPLIANCE OFFICER | 1668143 |
| BATHURST, GERALD LEE | PREFERRED SHAREHOLDER - NON-VOTING | 4765994 |
| BURGSTINER, VIRGINIA L | PREFERRED SHAREHOLDER | |
| FRIES, LOUIS F. | PREFERRED SHAREHOLDER | 5688603 |
| MIDDLETON, STEVEN WEIHE | PREFERRED SHAREHOLDER | 4367629 |
| TAYLOR, LAVENA RUTH | PREFERRED SHAREHOLDER/NON-VOTING | 2579245 |
| BATHURST, ROSEMARY ANNE | PREFERRED SHAREHOLDER - NON-VOTING | 4765983 |
| EISWERT, MARY K | PREFERRED SHAREHOLDER | |
| MIDDLETON, KRISTIN W | PREFERRED SHAREHOLDER - NON VOTING | 4664838 |
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 15,800,000 |
Disclosures
| Regulatory Event | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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