Medallion Wealth Advisors, LLC

Medallion Wealth Advisors, LLC (CRD# 156064) is a financial advisory firm headquartered in Farmington, CT. They manage $67,073,000 in 433 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    433
    ACCOUNTS
  • Average Account Value
    $154,903
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, NJ, NY

Financial Advisors at Medallion Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew L. Woods Weber
CRD#: 5244285
2 Bridgewater Road, Suite 104, Farmington, CT 06032
96
Wealthminder
score

Matthew Woods Weber (CRD# 5244285) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 10 years of experience in the finance industry. Matthew Woods Weber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William S. Post
CRD#: 4773175
2 Bridgewater Road, Suite 104, Farmington, CT 06032
93
Wealthminder
score

William Post (CRD# 4773175) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 13 years of experience in the finance industry.

3
Henry J. Peterson
CRD#: 6076200
2 Bridgewater Road, Suite 104, Farmington, CT 06032
90
Wealthminder
score

Henry Peterson (CRD# 6076200) 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.

4
Steven Tellar
CRD#: 6012496
2 Bridgewater Road, Suite 104, Farmington, CT 06032
90
Wealthminder
score

Steven Tellar (CRD# 6012496) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 5 years of experience in the finance industry.

5
Eric T. Cheyne
CRD#: 2931953
2 Bridgewater Road, Suite 104, Farmington, CT 06032
83
Wealthminder
score

Eric Cheyne (CRD# 2931953) is an Investment Advisor Representative working at Medallion Wealth Advisors, LLC in Farmington, CT and has over 20 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.