Eric Thorson Cheyne

Osaic Wealth, INC.

28 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningEstate PlanningInvestment Management

Osaic Wealth, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9179 advisors

Number of Clients

574,829 clients

Average Client Portfolio

$348K average

Assets Under Management

$200.3B

Fee Structure

Minimum Investment:$5.5K

Financial Planning:Investment management only

Location

2 Bridgewater Road, Suite 201, Farmington, CT, 06032

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2009

Denied

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Other Business ActivitiesSells Insurance

Eric is an insurance agent with Highland Capital Brokerage since 2010, dedicating minimal time, and an investment advisor with Medallion Wealth Advisors, taking about half of his time. He also serves as a board member for a non-profit country club, spending minimal time on this activity.