Medallion Wealth Advisors, LLC

Medallion Wealth Advisors, LLC (CRD# 156064) is a financial advisory firm headquartered in Farmington, CT. They manage $328,916,668 in 1,449 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2 Bridgewater Road, Suite 201, Farmington, CT 06032
http://www.medallionwealth.com
By the Numbers
  • Total Assets Under Management
    329
    MILLION
  • Total Number of Accounts
    1,449
    ACCOUNTS
  • Average Account Value
    $226,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NJ, NY, PA, TX

Financial Advisors at Medallion Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Eric Cheyne, financial advisor Farmington CT
Eric T. Cheyne
CRD#: 2931953
2 Bridgewater Road, Suite 201, Farmington, CT 06032

Eric Cheyne (CRD# 2931953) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 26 years of experience in the finance industry.

2
Henry Peterson, financial advisor Farmington CT
Henry J. Peterson
CRD#: 6076200
2 Bridgewater Road, Suite 201, Farmington, CT 06032

Henry Peterson (CRD# 6076200) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 11 years of experience in the finance industry.

3
Scott Stevens, financial advisor Farmington CT
Scott G. Stevens
CRD#: 2202156
2 Bridgewater Road, Suite 201, Farmington, CT 06032

Scott Stevens (CRD# 2202156) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 32 years of experience in the finance industry.

4
Steven Tellar, financial advisor Farmington CT
Steven Tellar
CRD#: 6012496
2 Bridgewater Road, Suite 201, Farmington, CT 06032

Steven Tellar (CRD# 6012496) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 12 years of experience in the finance industry.

5
Matthew Woods Weber, financial advisor Farmington CT
Matthew L. Woods Weber
CRD#: 5244285
2 Bridgewater Road, Suite 201, Farmington, CT 06032

Matthew Woods Weber (CRD# 5244285) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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