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Financial ADVSR advisor directory · SEC adviser records

Medallion Wealth Advisors, LLC financial advisors in Farmington, CT

Every SEC-registered investment adviser representative at a Medallion Wealth Advisors, LLC office in Farmington, A to Z.

The short answer

5 registered advisors work at Medallion Wealth Advisors, LLC in Farmington, out of 6 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Medallion Wealth Advisors, LLC advisors in Farmington, A to Z

Every Medallion Wealth Advisors, LLC advisor →

Medallion Wealth Advisors, LLC advisors in every city and state →Medallion Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Medallion Wealth Advisors, LLC advisors in other cities

Philadelphia, PA 1

Other firms in Farmington

All Farmington advisors →

Connecticut Wealth Management, LLC 48LPL Financial LLC 18RBC Capital Markets, LLC 17Park Avenue Securities LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Cambridge Investment Research Advisors, Inc. 12Mjp Wealth Advisors 8Integrity Alliance, LLC. 6Wells Fargo Clearing Services, LLC 6Ameriprise Financial Services, LLC 5Sagebroadview Wealth Management, LLC 5Edward Jones 4

Questions

How many financial advisors does Medallion Wealth Advisors, LLC have in Farmington?

5 investment adviser representatives are registered at Medallion Wealth Advisors, LLC offices in Farmington, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Medallion Wealth Advisors, LLC one of the largest advisor employers in Farmington?

Medallion Wealth Advisors, LLC ranks number 11 in Farmington by registered advisors; Connecticut Wealth Management, LLC has the most, with 48.

How do I check a Medallion Wealth Advisors, LLC advisor in Farmington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Medallion Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.