Matthew Woods Weber has been an investment adviser representative at Medallion Wealth Advisors since January 2013, and is not listed among the firm’s executive officers or direct owners.
Medallion Wealth Advisors, LLC is a Farmington, CT firm with $517M under management, 2,484 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Matthew Woods Weber’s longest registration is the current one, 13 years at Medallion Wealth Advisors since 2013. Before joining Medallion Wealth Advisors in 2013, Matthew Woods Weber was registered through Morgan Stanley and Citigroup Global Markets Inc.
- – present · 13 yearsFarmington, CT · Adviser representative · Firm CRD 156064
- Morgan Stanley– · 3 yearsWest Hartford, CT · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 2 yearsWest Hartford, CT · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Matthew Woods Weber is registered as an investment adviser representative in 3 states. The first approvals date from January 2013; the most recent is New Jersey, in March 2014.
- ConnecticutSince 10 January 2013
- MassachusettsSince 22 January 2014
- New JerseySince 11 March 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 January 2007 |
| Series 7 | General Securities Representative Examination | 2 January 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew L Woods Weber
- CRD
- 5244285
- Firm
- Medallion Wealth Advisors · CRD 156064
- Office
- 2 BRIDGEWATER ROAD, SUITE 201, Farmington, CT 06032
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Woods Weber work?
Matthew Woods Weber is an investment adviser representative registered through Medallion Wealth Advisors, LLC since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Woods Weber a financial advisor?
Yes. Matthew Woods Weber has a current investment-adviser registration in Connecticut, Massachusetts and New Jersey, through Medallion Wealth Advisors since January 2013.
How many years of experience does Matthew Woods Weber have?
Matthew Woods Weber has 19 years in the financial industry, since January 2007, across 3 adviser firms.
What exams has Matthew Woods Weber passed?
Matthew Woods Weber has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2007. FINRA credited Matthew Woods Weber with the SIE, which began in October 2018.
Where did Matthew Woods Weber work before Medallion Wealth Advisors?
Before Medallion Wealth Advisors, Matthew Woods Weber was registered through Citigroup Global Markets Inc., January 2007 to June 2009.
Where is Matthew Woods Weber based?
Matthew Woods Weber’s registered office is in Farmington, CT.
Is Matthew Woods Weber registered with FINRA?
No. Matthew Woods Weber has no current broker registration.
How can I verify Matthew Woods Weber’s record?
Search CRD 5244285 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Woods Weber’s full registration record.