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James Raymond Reynolds

EXCEL WEALTH MANAGEMENT, LLC·MANCHESTER, Connecticut
SIE, Series 6, Series 63Clean recordEXCEL WEALTH MANAGEMENT, LLC
935 MAIN STREET, MANCHESTER, CT 06040CRD# 6119213Firm CRD# 299602

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Raymond Reynolds · MANCHESTER, CT
Registration
CRD #6119213 · EXCEL WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EXCEL WEALTH MANAGEMENT, LLC
CRD 299602 · SEC 801-114524
AUM
$233M
Regulatory assets under management
Employees
10
232 client accounts
Services offered by EXCEL WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EXCEL WEALTH MANAGEMENT, LLC →
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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.
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Other Advisors at EXCEL WEALTH MANAGEMENT, LLC

Paul Andrew Heyman
MANCHESTER, CT
Michael Angelo Lucco
MANCHESTER, CT
Edward Baroncini
MANCHESTER, CT

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