Our Custodians

Our Custodians:

Medallion Wealth Advisors work in conjunction with several highly reputable firms that serve as custodians to provide stability, resources, and experience.  We combine these qualities with our flexibility and open architecture for the benefit of our clients.  All of our custodians have SIPC insurance coverage of up to $500,000 in market value per account and excess SIPC coverage for accounts over $500,000 through Lloyds of London. This provides our clients with the comfort and peace of mind of having their assets held with some of the largest and most respected firms in the world.Partner: Charles Schwab | FINTRX

Many of our client accounts have their trade executions and assets held in custody through the NYSE firm Charles Schwab which has been ranked the number one firm in the United States for the clients' experience. Schwab is the industry leader and largest custodian of Registered Investment Advisor (RIA) assets, ranked number one in providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms. For over 30 years, we have worked resolutely with independent advisors to develop proven processes and insights for starting, building, and growing their firms.

Pershing Advisor Solutions – Sowell Management
Pershing Advisor Solutions, an NYSE firm also handles the custody of many of our client accounts and remains focused on the segregation, safekeeping, servicing, and reporting of clients' assets. Pershing is a subsidiary of The Bank of New York Mellon Corporation, the nation's oldest continuously operating bank, and is one of the world's leading providers of securities services. Pershing has been a leading global provider of financial business solutions for 70 years and serves many of the world's most respected financial organizations. They are well-capitalized with capital ratios that exceed those required by regulators. Their financial strength provides the foremost measure of protection of the client's assets, regardless of any market impact on the firm. To review Pershing's financial strength and stability you may refer to their site under feature links.