ST
ST

Steven Tellar

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

2 Bridgewater Road, Suite 201, Farmington, CT, 06032

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Steven is an insurance agent with Highland Capital Brokerage since 2016, dedicating minimal time to this role. He also works nearly full-time as an investment advisor and financial planner at Medallion Wealth Advisors, LLC.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Medallion Wealth Advisors, LLC
March 2016 - Present · 9 yrs 11 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
March 2016 - October 2024 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2012 - March 2016 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2012 - March 2016 · 4 yrs
State Registrations9 states
CACTFLGAMANCNYRITX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Steven Tellar - Financial Advisor | TrueAdvisor