MEDALLION WEALTH ADVISORS, LLC
Date of last update: 07 Apr 2025. Data updated weekly.
| Entity Name: | MEDALLION WEALTH ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 24 Nov 2010 |
| Business ALEI: | 1021708 |
| Annual report due: | 31 Mar 2026 |
| Business address: | 2 BRIDGEWATER ROAD SUITE 201, FARMINGTON, CT, 06032, United States |
| Mailing address: | 2 BRIDGEWATER ROAD SUITE 201, SUITE 201, FARMINGTON, CT, United States, 06032 |
| ZIP code: | 06032 |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | thor.cheyne@medallionwealth.com |
NAICS
523940 Portfolio Management and Investment AdviceThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MEDALLION WEALTH ADVISORS LLC EMPLOYEES 401(K) PROFIT SHARING PLAN | 2023 | 274101405 | 2024-10-10 | MEDALLION WEALTH ADVISORS LLC | 0 | |||||||||||||
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| Name | Role | Phone | Residence address | |
|---|---|---|---|---|
| E. THORSON CHEYNE | Officer | +1 860-558-7100 | thor.cheyne@medallionwealth.com | 9 STONEFIELD ROAD, AVON, CT, 06001, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| E. THORSON CHEYNE | Agent | 2 Bridgewater Road, Suite 201, Farmington, CT, 06032, United States | 2 BRIDGEWATER ROAD, SUITE 201, FARMINGTON, CT, 06032, United States | +1 860-558-7100 | thor.cheyne@medallionwealth.com | 9 STONEFIELD ROAD, AVON, CT, 06001, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013009199 | 2025-03-10 | - | Annual Report | Annual Report | - |
| BF-0012089713 | 2024-06-11 | - | Annual Report | Annual Report | - |
| BF-0011422961 | 2023-01-23 | - | Annual Report | Annual Report | - |
| BF-0010285921 | 2022-02-28 | - | Annual Report | Annual Report | 2022 |
| 0007099295 | 2021-02-01 | - | Annual Report | Annual Report | 2021 |
| 0006858907 | 2020-03-31 | - | Annual Report | Annual Report | 2020 |
| 0006506896 | 2019-03-29 | - | Annual Report | Annual Report | 2019 |
| 0006443634 | 2019-03-11 | - | Annual Report | Annual Report | 2018 |
| 0006080576 | 2018-02-15 | - | Annual Report | Annual Report | 2017 |
| 0005812470 | 2017-04-05 | - | Annual Report | Annual Report | 2016 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4946247104 | 2020-04-13 | 0156 | PPP | 2 Bridgewater Rd Suite 104, Farmington, CT, 06032 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Sources: Company Profile on Connecticut's Official State Website
* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information