Christian Williams

MEDALLION WEALTH ADVISORS

Philadelphia, PA

CRD#: 8240475

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Professional summary

Christian Williams is a registered financial advisor currently at MEDALLION WEALTH ADVISORS, LLC located in Philadelphia, Pennsylvania.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Christian has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Williams's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 14, 2026 - Present

MEDALLION WEALTH ADVISORS, LLC

RIA

CRD#: 156064

Philadelphia, PA

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(5/14/2026)

IAR

Florida
(6/9/2026)

IAR

Pennsylvania
(5/14/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/13/2026

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/3/2026

Securities Industry Essentials Examination

Current Firm

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)

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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

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A EXHIBIT WRAP BROCHURE (MEDALLION) (3/7/2025)

ADV PART 2A BROCHURE (MEDALLION) (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,493
AUM (Assets Under Management)	$ 407,428,379

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christian Williams

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEDALLION WEALTH ADVISORS, LLC

Primary Firm SEC Registration

MEDALLION WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/13/2026

SIE

Date: 2/3/2026

Current Firm

MEDALLION WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEDALLION WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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