Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Stephen Cheyne

Touchstone Advisors Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Stephen Cheyne

Brian Cheyne is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Touchstone Advisors Inc. and has been associated with them since June 2008. Before joining Touchstone Advisors Inc., Brian worked at Wachovia Securities, LLC and UBS Financial Services Inc.. Brian holds FINRA Series 7, 63 and 65 licenses as well as the SIE exam.

Firm Information

Brian Cheyne is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Cheyne’s Registration & Firm History

OH

06/17/2008 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

OH

01/18/2007 - 05/05/2008

WACHOVIA SECURITIES, LLC (CINCINNATI OH)

OH

03/27/1997 - 01/30/2007

UBS FINANCIAL SERVICES INC. (CINCINNATI OH)

Not sure if Brian Stephen Cheyne is right for you?

Licenses & Designations

IA

Issued 05/08/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Stephen Cheyne.
Not sure if Brian Stephen Cheyne is right for you?