Financial Advisor
CurrentI help individuals plan for a successful retirement.
Mar 2016 - Present
AeroLeads people directory · profile
Steven Tellar Email & Phone Number
Certified Financial Fiduciary,Investment Advisor at Medallion Wealth Advisors, LLC
at
Medallion Wealth Advisors, LLC
1 work email found
@medallionwealth.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Fiduciary,Investment Advisor at Medallion Wealth Advisors, LLC
Location
Farmington, Connecticut, United States
Company size
Who is Steven Tellar? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Steven Tellar is listed as Certified Financial Fiduciary,Investment Advisor at Medallion Wealth Advisors, LLC at Medallion Wealth Advisors, LLC, a company with 7 employees, based in Farmington, Connecticut, United States. AeroLeads shows a work email signal at medallionwealth.com and a matched LinkedIn profile for Steven Tellar.
Steven Tellar previously worked as Financial Advisor at Medallion Wealth Advisors, Llc and Financial Advisor at Merrill Lynch Wealth Management. Steven Tellar holds Bachelor’S Degree, Business Administration And Management, General from Eastern Connecticut State University.
Company email context
Email format at Medallion Wealth Advisors, LLC
This section adds company-level context without repeating Steven Tellar's masked contact details.
{first}.{last}@medallionwealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Steven Tellar. Compare company email patterns before reaching out.
Profile bio
About Steven Tellar
I specialize in Financial Planning and providing Investment Advice. My goal is to provide the individual investor the same level of professional management and service as institutional investors. Through the planning process I develop an in-depth understanding of my client's financial needs and goals, and then design an investment strategy designed to meet those goals while taking on the minimum amount of risk needed.MY PROFESSIONAL EXPERIENCE:On March 7, 2016 I joined Medallion Wealth Advisors after working at Merrill Lynch for 4 years. I am currently accepting new clients. My most typical client is a Physician or other Healthcare Professional as I spent a number of years in medical sales earlier in my career.MY FINANCIAL PLANNING PROCESS 1. Get to know you, your goals, and your unique financial situation. 2. Partner with you to create a custom-tailored financial plan. 3. Put your plan into action and manage your portfolio, allowing you to be as involved as you want to be. 4. Work with you to keep track of your plan's progress. 5. Rebalance your portfolio as necessary and partner with you to revise your plan when important changes in your life occur.I AM MOST PROUD OF:* My work as a Financial Advisor helping my clients achieve their goals.* My wife and I have three wonderful daughters who are very busy with their school and athletic activities. Coaching many of their teams has been a rewarding experience for me.I WELCOME A CONNECTION IF:- You are in need of financial planning and investment advice.- You have a passion for golf or youth sports.- You are a supporter of Juvenile Diabetes Research.Phone: (860) 460-4670Email: steven.tellar@medallionwealth.comSecurities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through Medallion Wealth Advisors, a SEC Registered Investment Advisor. which is not affiliated with APFS
Listed skills include Financial Planning, Retirement Income Strategies, Investment Advisory, Fixed Income, and 11 others.
Current workplace
Steven Tellar's current company
Company context helps verify the profile and gives searchers a useful next step.
Medallion Wealth Advisors, Llc
4 roles
Steven Tellar work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Merrill Lynch Wealth Management
Investments and Retirement Planning.
Dec 2011 - Feb 2016
Hospital Sales Specialist
Feb 2003 - Nov 2011
Pharmaceutical Sales Specialist
Pharmacia
Dec 1997 - Jan 2003
1 education record
Steven Tellar education
-
Eastern Connecticut State University
FAQ
Frequently asked questions about Steven Tellar
Quick answers generated from the profile data available on this page.
What company does Steven Tellar work for?
Steven Tellar works for Medallion Wealth Advisors, LLC.
What is Steven Tellar's role at Medallion Wealth Advisors, LLC?
Steven Tellar is listed as Certified Financial Fiduciary,Investment Advisor at Medallion Wealth Advisors, LLC at Medallion Wealth Advisors, LLC.
What is Steven Tellar's email address?
AeroLeads has found 1 work email signal at @medallionwealth.com for Steven Tellar at Medallion Wealth Advisors, LLC.
Where is Steven Tellar based?
Steven Tellar is based in Farmington, Connecticut, United States while working with Medallion Wealth Advisors, LLC.
What companies has Steven Tellar worked for?
Steven Tellar has worked for Medallion Wealth Advisors, Llc, Merrill Lynch Wealth Management, Sanofi, and Pharmacia.
Who are Steven Tellar's colleagues at Medallion Wealth Advisors, LLC?
Steven Tellar's colleagues at Medallion Wealth Advisors, LLC include Thor Cheyne and Scott Stevens.
How can I contact Steven Tellar?
You can use AeroLeads to view verified contact signals for Steven Tellar at Medallion Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Steven Tellar attend?
Steven Tellar holds Bachelor’S Degree, Business Administration And Management, General from Eastern Connecticut State University.
What skills is Steven Tellar known for?
Steven Tellar is listed with skills including Financial Planning, Retirement Income Strategies, Investment Advisory, Fixed Income, Equity Research, Mutual Funds, Etfs, and Real Estate Investment Consulting.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial