Medallion Wealth Advisors, LLC

CRD 156064 · Farmington, CT · $516.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 156064
SEC number: 801-116959
Firm type: RIA
Assets under management: $516.9M as of Mar 31, 2026
Website: www.medallionwealth.com ↗
Phone: 860-967-3032
Address: 2 Bridgewater Road, Farmington, CT, 06032

Advisors at this firm

6 in our index · page 1 of 1

Eric Thorson CheyneCRD 2931953 · Farmington, CT

IA RegisteredBroker

Disclosure event(s) on record
Henry J PetersonCRD 6076200 · Farmington, CT

IA RegisteredRegistration inactive
Scott G. StevensCRD 2202156 · Farmington, CT

IA RegisteredBroker
Steven TellarCRD 6012496 · Farmington, CT

IA RegisteredBroker
Matthew L Woods WeberCRD 5244285 · Farmington, CT

IA RegisteredRegistration inactive
Christian WilliamsCRD 8240475 · Philadelphia, PA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 156064 ↗ FINRA BrokerCheck record for firm CRD 156064 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.