Victor Medina has been Chief Executive Officer and Chief Compliance Officer of Palante Wealth Advisors since February 2015, is a control person of the firm and directly owns 75% or more of it.
Palante Wealth Advisors, LLC is a Pennington, NJ firm with $116M under management, 102 clients and 3 advisers in one office, as of its June 2026 filing.
Victor J. Medina is Founder & Chief Executive Officer of Palante Wealth Advisors. He built a one-stop approach for retirement clients that handles taxes, trusts, investments and income with one team. About ten years into being a lawyer, he concluded that client families should have all of the resources, counselling, leadership and support in one place.
- Palante Wealth Advisors, LLCCurrent– present · 11 yearsPennington, NJ · Adviser representative · Firm CRD 175298
Professional designations
Listed by Palante Wealth Advisors
- Certified Elder Law Attorney (CELA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Victor Medina is registered as an investment adviser representative in 2 states. Each was approved in March 2015.
- New JerseySince 25 March 2015
- PennsylvaniaSince 30 March 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Victor Juan Medina
- CRD
- 6457820
- Firm
- Palante Wealth Advisors · CRD 175298
- Role
- Chief Executive Officer and Chief Compliance Officer
- Office
- 230 WEST DELAWARE AVENUE, Pennington, NJ 08534
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- palantewealth.com
Where does Victor Medina work?
Victor Medina has been Chief Executive Officer and Chief Compliance Officer of Palante Wealth Advisors, LLC since February 2015, and is a control person of the firm.
Is Victor Medina a financial advisor?
Yes. Victor Medina has a current investment-adviser registration in New Jersey and Pennsylvania, through Palante Wealth Advisors since March 2015.
How many years of experience does Victor Medina have?
Victor Medina has 11 years in the financial industry, since March 2015, across 1 adviser firm.
What exams has Victor Medina passed?
Victor Medina passed the Series 65 in March 2015.
Where is Victor Medina based?
Victor Medina’s registered office is in Pennington, NJ.
Is Victor Medina registered with FINRA?
No. Victor Medina has no current broker registration.
Is Victor Medina a CFP?
Palante Wealth Advisors lists Victor Medina with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Victor Medina’s record?
Search CRD 6457820 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Victor Medina’s full registration record.