Christian Williams
Investment adviser representative at Medallion Wealth Advisors, LLC
11 yearsExperience
3 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
11 years in the industry.
- Medallion Wealth Advisors, LLCFeb 2026 to now
- The Michaels OrganizationNov 2021 to Jan 2026
- BerkadiaJan 2020 to Oct 2021
- Riverside CapitalMay 2019 to Aug 2019
- Lafayette CollegeJan 2018 to Dec 2019
- Jofit IncMay 2017 to Jul 2017
- Florida Atlantic UniversityAug 2015 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, 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
- 8240475
- Firm CRD
- 156064