BC
BC

Brian Cheyne

29 Years of Experience
Cincinnati, OH
Broker

Brian Cheyne is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 29 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 40 clients with $31B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
77 advisors
IM Fee
Planning only
Assets Under Management
$31.1B
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Location

303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is the Travel Manager and Treasurer for the Cincinnati Synchrogators Parents Association, a synchronized swimming team supported by the YMCA, dedicating a few hours per week. He also spends minimal time during trading hours on this activity.

Employment History
Current Registrations
Touchstone Advisors INC
June 2008 - Present · 18 yrs 4 mos
Touchstone Securities, LLCBroker
June 2008 - Present · 18 yrs 4 mos
Previous Registrations
Wachovia Securities, LLC
January 2007 - May 2008 · 1 yr 4 mos
Wachovia Securities, LLCBroker
January 2007 - May 2008 · 1 yr 4 mos
UBS Financial Services INC.
August 1999 - January 2007 · 7 yrs 5 mos
UBS Financial Services INC.Broker
March 1997 - January 2007 · 9 yrs 10 mos
State Registrations2 states
KYOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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