Steven Tellar has been an investment adviser representative at Medallion Wealth Advisors since March 2016, 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.
Steven Tellar’s longest registration is the current one, 10 years at Medallion Wealth Advisors since 2016. Before joining Medallion Wealth Advisors in 2016, Steven Tellar was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 10 yearsFarmington, CT · Adviser representative · Firm CRD 156064
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsHartford, CT · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Steven Tellar is registered as an investment adviser representative in Connecticut, since March 2016.
- ConnecticutSince 8 March 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 April 2012 |
| Series 7 | General Securities Representative Examination | 2 March 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6012496
- Firm
- Medallion Wealth Advisors · CRD 156064
- Office
- 2 BRIDGEWATER ROAD, SUITE 201, Farmington, CT 06032
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Steven Tellar work?
Steven Tellar is an investment adviser representative registered through Medallion Wealth Advisors, LLC since March 2016, and is not listed among the firm’s executive officers or direct owners.
Is Steven Tellar a financial advisor?
Yes. Steven Tellar has a current investment-adviser registration in Connecticut, through Medallion Wealth Advisors since March 2016.
How many years of experience does Steven Tellar have?
Steven Tellar has 14 years in the financial industry, since March 2012, across 2 adviser firms.
What exams has Steven Tellar passed?
Steven Tellar has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2012. FINRA credited Steven Tellar with the SIE, which began in October 2018.
Where did Steven Tellar work before Medallion Wealth Advisors?
Before Medallion Wealth Advisors, Steven Tellar was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2012 to March 2016.
Where is Steven Tellar based?
Steven Tellar’s registered office is in Farmington, CT.
Is Steven Tellar registered with FINRA?
Yes. Steven Tellar has a current broker registration, under CRD 6012496.
Source: FINRA BrokerCheck
How can I verify Steven Tellar’s record?
Search CRD 6012496 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Tellar’s full registration record.