Scott
Stevens
Medallion Wealth Advisors, LLC
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About this Advisor
Scott Stevens is a financial advisor based in Farmington, Connecticut, working with Medallion Wealth Advisors, LLC. Scott has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Raymond James, Morgan Stanley, Medallion Wealth Advisors, LLC, and American Portfolios Financial Services, Inc. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Massachusetts, New Jersey, and Pennsylvania. Currently, Scott is part of Medallion Wealth Advisors, LLC, which operates out of Farmington, Connecticut. The firm has 2 offices and 7 employees. The firm manages assets totaling $328.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Medallion Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Medallion Wealth Advisors, LLC Brokerage Details
$328,916,668
7
1,449
$226,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Scott Stevens Work History
American Portfolios Financial Services, Inc
Medallion Wealth Advisors, LLC
Raymond James
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley
Disclosures
Please visit the SEC profile of Scott Stevens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Medallion Wealth Advisors, LLC
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
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