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MEDALLION WEALTH ADVISORS, LLC
MEDALLION WEALTH ADVISORS, LLC
FARMINGTON, Connecticut
·
1 registered advisor
·
CRD# 156064
SEC# 801-116959
2
860-967-3032
01
Firm Overview
AUM
$329M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MEDALLION WEALTH ADVISORS, LLC
1 registered advisor
Eric Thorson Cheyne
FARMINGTON, Connecticut
CRD# 2931953
05
Office Locations
FARMINGTON, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. MEDALLION WEALTH ADVISORS, LLC (CRD# 156064) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.