linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew L Woods weber

Medallion Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew L Woods weber

Matthew Woods weber is an investment advisor representative and registered representative with Medallion Wealth Advisors, LLC. Matthew has been in the financial services industry since January 2007. Matthew is currently licensed in California, Colorado, Connecticut, Florida, Maine, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, and South Carolina.

Firm Information

Matthew Woods weber is currently registered with Medallion Wealth Advisors, LLC. Medallion Wealth Advisors, LLC is a registered investment advisor based in Farmington, CT. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They have over $328 million in regulatory assets under management.
Medallion Wealth Advisors, LLC

2 BRIDGEWATER ROAD

FARMINGTON, CT 06032

$328.92M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Woods weber’s Registration & Firm History

CT

03/11/2014 - Present

Medallion Wealth Advisors, LLC (FARMINGTON CT)

CT

06/01/2009 - 01/25/2013

MORGAN STANLEY (WEST HARTFORD CT)

CT

01/03/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)

Not sure if Matthew L Woods weber is right for you?

Licenses & Designations

BOTH

Issued 01/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew L Woods weber.
Not sure if Matthew L Woods weber is right for you?