Eric Cheyne has been President/Chief Compliance Officer of Medallion Wealth Advisors since December 2010, is a control person of the firm and directly owns 75% or more of it.
Medallion Wealth Advisors, LLC is a Farmington, CT firm with $517M under management, 2,484 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Eric Cheyne’s longest registration is the current one, 15 years at Medallion Wealth Advisors since 2011. Before joining Medallion Wealth Advisors in 2011, Eric Cheyne was registered through Merion Wealth Partners, LLC and Morgan Stanley Smith Barney LLC.
- Osaic Wealth, Inc.Also current– present · 2 yearsAdviser representative and broker · Firm CRD 23131
- – present · 15 yearsFarmington, CT · Adviser representative · Firm CRD 156064
- Merion Wealth Partners, LLC– · 1 yearBerwyn, PA · Adviser representative · Firm CRD 152680
- Morgan Stanley Smith Barney LLC– · under a yearWest Hartford, CT · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 4 yearsWest Hartford, CT · Adviser representative · Firm CRD 7059
- Advest, Inc.– · 7 yearsHartford, CT · Adviser representative · Firm CRD 10
Investment adviser representative registrations
Eric Cheyne is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from January 2011; the most recent is Texas, in December 2021.
- ConnecticutSince 31 January 2011
- MassachusettsSince 22 January 2014
- New HampshireSince 28 September 2016
- New JerseySince 7 March 2014
- PennsylvaniaSince 9 March 2017
- TexasResidentSince 8 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 5 September 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 22 August 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 August 1997 |
| Series 7 | General Securities Representative Examination | 13 August 1997 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Thorson Cheyne
- CRD
- 2931953
- Firm
- Medallion Wealth Advisors · CRD 156064
- Role
- President/Chief Compliance Officer
- Office
- 2 BRIDGEWATER ROAD, SUITE 201, Farmington, CT 06032
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Eric Cheyne work?
Eric Cheyne has been President/Chief Compliance Officer of Medallion Wealth Advisors, LLC since December 2010, and is a control person of the firm.
Is Eric Cheyne a financial advisor?
Yes. Eric Cheyne has a current investment-adviser registration in Connecticut, Massachusetts, New Hampshire, New Jersey, Pennsylvania and Texas, through Medallion Wealth Advisors since January 2011.
How many years of experience does Eric Cheyne have?
Eric Cheyne has 29 years in the financial industry, since August 1997, across 6 adviser firms.
What exams has Eric Cheyne passed?
Eric Cheyne has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 52TO. The earliest, the Series 7, was passed in August 1997. FINRA credited Eric Cheyne with the SIE, which began in October 2018.
Where did Eric Cheyne work before Medallion Wealth Advisors?
Before Medallion Wealth Advisors, Eric Cheyne was registered through Morgan Stanley Smith Barney LLC, June 2009 to April 2010; Citigroup Global Markets Inc., October 2004 to June 2009; Advest, Inc., October 1997 to October 2004.
Where is Eric Cheyne based?
Eric Cheyne’s registered office is in Farmington, CT.
Is Eric Cheyne registered with FINRA?
Yes. Eric Cheyne has a current broker registration, under CRD 2931953.
Source: FINRA BrokerCheck
How can I verify Eric Cheyne’s record?
Search CRD 2931953 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Eric Cheyne’s full registration record.