Medallion Wealth Advisors, LLC

Financial planning in Farmington, CT

SEC registeredNo commissions reported

Call (860) 967-3032 Send a message Map ↗

Public-record details

Address: 2 Bridgewater Road, Suite 201, Farmington, CT 06032
Phone: (860) 967-3032
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 156064
Registration: SEC registered since 2019-07-15
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $516.9 million
Accounts managed: 2,484
Clients reported (Form ADV 5.D): 2,484
Individual / high-net-worth clients: 2,416 / 51
Employees: 7
Other business activities (Form ADV 6.A): Also active as: registered representative of a broker-dealer, insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-31

SEC registered investment adviser, CRD 156064, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 156064 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Farmington

Connecticut Wealth Management, LLC281 Farmington Avenue · Farmington, CT 06032 · (860) 470-0290 · Financial planningCRD 154310 · % of assets, Fixed fees · $4.5 billion AUMSEC registeredNo commissions reported Fiscal Dynamics Incorporated314 Farmington Avenue, Suite 100 · Farmington, CT 06032 · (860) 677-1753 · Financial planningCRD 111155 · % of assets, Fixed fees, Other · $35.4 million AUMState registeredNo commissions reported Haviland & Sams, LLC30 Stanford Drive, 2nd Floor · Farmington, CT 06032 · (860) 678-1414 · Financial planningCRD 127175 · Hourly charges, Fixed fees, OtherState registeredNo commissions reported Mjp Wealth Advisors74 Batterson Park Rd, Suite 103 · Farmington, CT 06032 · (860) 677-7755 · Financial planningCRD 127654 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reported Navigator Financial LLC11 Chiltern St · Farmington, CT 06032 · (860) 775-2255 · Financial planningCRD 335223 · % of assets, Hourly charges, Fixed fees · $4.1 million AUMState registeredNo commissions reported New England Asset Management, INC.74 Batterson Park Rd., Pond View Corporate Center · Farmington, CT 06032 · (860) 676-8722 · Flat / fixed feesCRD 105900 · % of assets, Fixed fees · $111.7 billion AUMSEC registeredNo commissions reported Pasi Investments, LLC10 Talcott Notch Road, 2nd Floor · Farmington, CT 06032 · (860) 284-6880 · Flat / fixed feesCRD 145640 · % of assets, Fixed fees · $676.3 million AUMSEC registeredNo commissions reported Sagebroadview Wealth Management, LLC10 Waterside Drive, Suite 305 · Farmington, CT 06032 · (860) 606-3580 · Financial planningCRD 126472 · % of assets, Hourly charges, Fixed fees · $397.2 million AUMSEC registeredNo commissions reported

All 11 in Farmington →