CRD: 156064
Medallion Wealth Advisors, LLC
$516.9M Total AUM
$491.0M Disc. AUM
24.1% 3Y CAGR
7 Employees
2,484 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · John Hancock · Pershing · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-2011
- Office Locations
- 2
Office Locations
2 Bridgewater Road Suite 201 Farmington CT
-- Philadelphia PA
About Medallion Wealth Advisors, LLC
Medallion Wealth Advisors, LLC is a Farmington-based RIA with 2 offices. The firm has been operating for 15 years. Managing $516.9M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and John Hancock.
Team overview
44 AVG AGE
$129.2M AVG AUM / ADVISOR
$208.1K AVG AUM / CLIENT
9.7 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
E
ERIC THORSON CHEYNE
Chief Compliance Officer, President
- CRD
- #2931953
- Ownership
- 75% or more
Available
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Available
Showing 1 of 1 owners & executives
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H
HENRY J PETERSON
--
- CRD
- #6076200
Available
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SCOTT G. STEVENS
Financial Advisor
- CRD
- #2202156
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $491,030,168 | $199,120 |
| Non-Discretionary | $25,898,979 | $1,438,832 |
| Total | $516,929,147 | $208,104 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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