Matthew L Woods weber
Investment adviser representative at Medallion Wealth Advisors, LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$516.9MFirm assets
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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
13 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Medallion Wealth Advisors, LLCJan 2013 to now
- American Portfolios Financial Services, Inc.Jan 2013 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (CT, MA, NJ).
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
- 5244285
- Firm CRD
- 156064