MEDALLION WEALTH ADVISORS, LLC
CRD #156064 SEC #801-116959 FARMINGTON, CT 860-967-3032
SEC Registered
Total AUM
$407.4M
Discretionary
$383.9M
Employees
7
Clients
26
Accounts
1,493
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| CHEYNE, ERIC, THORSON | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 7, 2025 REGISTERED
Notice Filings (8)
CT FL MA NH NJ NY PA TX
Address
2 BRIDGEWATER ROADSUITE 201
FARMINGTON, CT 06032
United States
Phone: 860-967-3032