ST
Steven Tellar
MEDALLION WEALTH ADVISORS
Farmington, CT 06032
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CRD#: 6012496
ST
Professional summary
Steven Tellar, who also goes by Steven Howard Tellar, is a registered financial advisor currently at MEDALLION WEALTH ADVISORS, LLC located in Farmington, Connecticut and OSAIC WEALTH, INC. located in Farmington, Connecticut.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Steven has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Howard Tellar
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Highland Capital Brokerage: 1 Farm Glen Blvd. Farmington, CT 06032: Insurance: Investment Related? No: Start date 02/2016: Insurance agent/0% Ownership: $0/year: 5 hrs/month: 2 hrs/month during marketing hours 2. MEDALLION WEALTH ADVISORS, LLC POSITION: Invest Advisor NATURE: Investment Advisory and Financial Planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 32 START DATE: 03/04/2016 ADDRESS: 2 Bridgewater Road, Suite 201, Suite 201, Farmington CT 06032, United States DESCRIPTION: Investment Advisory and Financial Planning.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Tellar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 8, 2016 - Present
MEDALLION WEALTH ADVISORS, LLC
Office #1: 2 Bridgewater Road Suite 201, Farmington, CT 06032RIA
CRD#: 156064
Farmington, CT
Current
October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 2 Bridgewater Road Suite 201, Farmington, CT 06032RIA
BD
CRD#: 23131
FARMINGTON, CT
Past
March 4, 2016 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
FARMINGTON, CT
Past
April 13, 2012 - March 8, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
HARTFORD, CT
Past
March 5, 2012 - March 8, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MEDALLION WEALTH ADVISORS, LLC
MEDALLION WEALTH ADVISORS, LLC
CRD#: 156064 / SEC#: 801-116959
RIA
Registered Investment Advisory firm - (7/15/2019 Approved)Connecticut
Registered Investment Advisory firm - (7/24/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (7/23/2019 Terminated)New Hampshire
Registered Investment Advisory firm - (8/6/2019 Terminated)New Jersey
Registered Investment Advisory firm - (7/31/2019 Terminated)New York
Registered Investment Advisory firm - (7/23/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/24/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/11/2024)
IAR
Connecticut(3/8/2016)
RR
Connecticut(10/11/2024)
RR
Florida(10/11/2024)
RR
Georgia(10/11/2024)
RR
Massachusetts(10/11/2024)
RR
New York(10/11/2024)
RR
North Carolina(10/11/2024)
RR
Rhode Island(10/11/2024)
RR
Texas(10/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MW
MEDALLION WEALTH ADVISORS, LLC
MEDALLION WEALTH ADVISORS, LLC
CRD#: 156064 / SEC#: 801-116959
RIA
Registered Investment Advisory firm - (7/15/2019 Approved)Connecticut
Registered Investment Advisory firm - (7/24/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (7/23/2019 Terminated)New Hampshire
Registered Investment Advisory firm - (8/6/2019 Terminated)New Jersey
Registered Investment Advisory firm - (7/31/2019 Terminated)New York
Registered Investment Advisory firm - (7/23/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/24/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Bridgewater Road Suite 201, Farmington, CT 06032
Mailing Address
Phone number
(860) 967-3032
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,493 |
| AUM (Assets Under Management) | $ 407,428,379 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
