Scott G. Stevens
Investment adviser representative at Medallion Wealth Advisors, LLC
36 yearsExperience
4 statesRegistered in
$516.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Medallion Wealth Advisors, LLCDec 2018 to now
- American Portfolios Financial Services, Inc.Jan 2019 to Oct 2024
- Raymond JamesFeb 2018 to Nov 2018
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2018
- Morgan Stanley Smith BarneyJun 2009 to Feb 2018
- Morgan StanleySep 1990 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 4 states (CT, MA, NJ, PA).
Medallion Wealth Advisors, LLC
$516.9MAssets managed
2,484Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2202156
- Firm CRD
- 156064