Medallion Advisory Services, LLC (Severna Park)

Name: Medallion Advisory Services, LLC
Address: 811 Gov. Ritchie Highway, Severna Park, MD, 21146
Telephone: 410-544-8400

Medallion Advisory Services, LLC is a large advisory firm based in Severna Park. It manages $266.26 million of regulatory assets for 3,139 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 40 other states.

Medallion Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Medallion Advisory Services: assets under management

The assets under management (AUM) of Medallion Advisory Services, LLC is $266.26 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.7 million in discretionary accounts and $234.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $86.68 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Medallion Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Medallion Advisory Services, LLC

Roger Lee Thusius has been acting as President since 1 Mar 2001. Lorraine Ann Flowers joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Tmg Holding Company	Sole owner	1 Feb 1998	75% - 100%	52-2070589
Terry Michael Reinhart	Treasurer	1 Jan 1999	Other	2809373
Roger Lee Thusius	President	1 Mar 2001	Other	1358469
Lorraine Ann Flowers	Vice president	1 Mar 2001	Other	1745251
Carl Andrew Millard	Vice president	1 Mar 2001	Other	2477172
John Joseph Cvach	Secretary	1 Mar 2001	Other	2307281
Loretta Marie Giuliani	Vice president	1 Aug 2002	Other	4035384
Douglas Russell Madairy	Treasurer	1 Jan 2003	Other	2022935
Robert Eugene Steiner	Secretary	1 Jan 2003	Other	2295098
Joseph Zachary Taylor	Vice president	1 Jan 2003	Other	845819
Brian Michael Zaid	Chief compliance officer	1 Nov 2004	Other	2905684
Jan Patrick Lee	President	1 Feb 2006	Other	2947738
John Joseph Cvach	Vice president	1 Feb 2006	Other	2307281
Howard S Goldson	President	1 Feb 2008	Other	4293197
Lorraine Ann Flowers	Secretary	1 Feb 2009	Other	1745251
Howard Steven Gartenhaus	Vice president	1 Feb 2009	Other	2101150
Richard Carl Jarchow	Vice president	1 Feb 2009	Other	2939027
Roger Lee Thusius	Vice president	1 Feb 2009	Other	1358469

Based in Severna Park

The principal office where Medallion Advisory Services, LLC performs its advisory services is located at 811 Gov. Ritchie Highway, Severna Park, MD 21146, which is also the mailing address of the firm. An additional office of the firm is in Rockville, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-544-8400 or by fax 410-544-9699. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.medalliongroup.net.