AdvisorOS Directory
Claim Profile
JR

James Raymond Reynolds

EXCEL WEALTH MANAGEMENT, LLC·MANCHESTER, Connecticut
Unclaimed Profile
935 MAIN STREET, MANCHESTER, CT 06040CRD# 6119213Firm CRD# 299602
01

About

James Raymond Reynolds 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# 6119213
Firm CRD# 299602
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MANCHESTER?

Browse all registered financial advisors in MANCHESTER, Connecticut or claim this profile if it's yours.

Browse MANCHESTER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Raymond Reynolds offer?
James Raymond Reynolds specializes in Financial Planning, Investment Management. Contact their office in MANCHESTER, Connecticut for a consultation.
What are James Raymond Reynolds's credentials?
James Raymond Reynolds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Raymond Reynolds located?
James Raymond Reynolds 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 James Raymond Reynolds charge for services?
James Raymond Reynolds'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MANCHESTER
Craig Stanley Lappen — TWENTY-FIRST CENTURY FINANCIAL ADVISORS INCEdward Baroncini — EXCEL WEALTH MANAGEMENT, LLCMichael Angelo Lucco — EXCEL WEALTH MANAGEMENT, LLCPaul Andrew Heyman — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile