# MEDALLION ADVISORY SERVICES, LLC

MEDALLION ADVISORY SERVICES, LLC of SEVERNA PARK, MD is an SEC-registered investment adviser.

## Registration

- CRD: 113788
- Type: SEC-registered investment adviser
- SEC file number: 801-60862
- Location: 811 GOV. RITCHIE HIGHWAY, SUITE 25, SEVERNA PARK, MD, 21146
- Phone: 410-544-8400
- Latest filing: 2009-03-26
- Regulatory AUM: $266.3M
- Discretionary AUM: $31.7M
- Non-discretionary AUM: $234.6M
- Clients: 251
- Accounts: 3,139

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| GIULIANI LORETTA MARIE | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| MADAIRY DOUGLAS RUSSELL | TREASURER | — |
| STEINER ROBERT EUGENE | SECRETARY | — |
| ZAID BRIAN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| LEE JAN PATRICK | PRESIDENT | — |
| CVACH JOHN JOSEPH | SECRETARY; VICE PRESIDENT; VICE PRESIDENT/CEO | — |
| MILLARD CARL ANDREW | VICE PRESIDENT | — |
| THUSIUS ROGER LEE | PRESIDENT; VICE PRESIDENT | — |
| FLOWERS LORRAINE ANN | SECRETARY; VICE PRESIDENT | — |
| REINHART TERRY MICHAEL | TREASURER | — |
| GOLDSON HOWARD S | PRESIDENT | — |
| GARTENHAUS HOWARD STEVEN | VICE PRESIDENT | — |
| JARCHOW RICHARD CARL | VICE PRESIDENT | — |
| TAYLOR JOSEPH ZACHARY | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113788/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113788/similar
- Related entities: https://search.stillhousedata.com/firm/113788/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113788

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.