Steven TellarCRD Number: 6012496
Current Firm: Medallion Wealth Advisors, LLC
Steven Tellar (CRD# 6012496) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 4 years of experience in the finance industry.
Barron Financial Group, LLP
Springboard Asset Management LLC
|Medallion Wealth Advisors, LLC||Farmington, CT||Mar 2016 - Current||1|
|American Portfolios Financial Services, Inc.||Holbrook, NY||Mar 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hartford, CT||Dec 2011 - Current||5|
|Bank Of America N.a||Hartford, CT||Apr 2012 - Mar 2016||3|
|Sanofi Aventis||Bridgewater, NJ||Mar 2003 - Dec 2011||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management67MILLIONS
Total Number of Accounts433ACCOUNTS
Average Account Value$154,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, MA, NJ, NY
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