Eric Thorson Cheyne

Current Employers

Employment History

• 03/2010 → 10/2024
  American Portfolios Financial Services, Inc.
  Farmington, NJ
• 12/2010 → Present
  Medallion Wealth Advisors, Llc
  Farmington, CT
• 10/2024 → Present
  Osaic Wealth, Inc.
  Farmington, CT

Previous Registrations

• 2010-03-19 → 2011-04-06
  Merion Wealth Partners, Llc
  Paoli, PA
• 2009-06-01 → 2010-04-14
  Morgan Stanley
  West Hartford, CT
• 2004-10-01 → 2009-06-01
  Citigroup Global Markets Inc.
  West Hartford, CT
  Hartford, CT
• 1997-10-22 → 2004-10-29
  Advest, Inc.
  Hartford, CT

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-03
• S63 Uniform Securities Agent State Law Examination
  1997-08-27

Other Names

• Thor Cheyne