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Edward Baroncini

EXCEL WEALTH MANAGEMENT, LLC·MANCHESTER, Connecticut
Unclaimed Profile
935 MAIN STREET, MANCHESTER, CT 06040CRD# 3043354Firm CRD# 299602
01

About

Edward Baroncini is a registered financial advisor based in MANCHESTER, Connecticut, affiliated with EXCEL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EXCEL WEALTH MANAGEMENT, LLC
EXCEL WEALTH MANAGEMENT, LLC
AUM
$233M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at EXCEL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3043354
Firm CRD# 299602
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Baroncini offer?
Edward Baroncini specializes in Financial Planning, Investment Management. Contact their office in MANCHESTER, Connecticut for a consultation.
What are Edward Baroncini's credentials?
Edward Baroncini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Baroncini located?
Edward Baroncini is based in MANCHESTER, Connecticut, working with EXCEL WEALTH MANAGEMENT, LLC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Edward Baroncini charge for services?
Edward Baroncini's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCEL WEALTH MANAGEMENT, LLC?
EXCEL WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Craig Stanley Lappen — TWENTY-FIRST CENTURY FINANCIAL ADVISORS INCMichael Angelo Lucco — EXCEL WEALTH MANAGEMENT, LLCPaul Andrew Heyman — EXCEL WEALTH MANAGEMENT, LLCJames Raymond Reynolds — EXCEL WEALTH MANAGEMENT, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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