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Michael Angelo Lucco

EXCEL WEALTH MANAGEMENT, LLC·MANCHESTER, Connecticut
SIE, Series 6, Series 6TO, Series 63Clean recordEXCEL WEALTH MANAGEMENT, LLC
935 MAIN STREET, MANCHESTER, CT 06040CRD# 6193416Firm CRD# 299602

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Angelo Lucco · MANCHESTER, CT
Registration
CRD #6193416 · EXCEL WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 6TO
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 →
Introduction

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04

Frequently Asked Questions

What services does Michael Angelo Lucco offer?
Michael Angelo Lucco specializes in Financial Planning, Investment Management. Contact their office in MANCHESTER, Connecticut for a consultation.
What are Michael Angelo Lucco's credentials?
Michael Angelo Lucco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Angelo Lucco located?
Michael Angelo Lucco 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 Michael Angelo Lucco charge for services?
Michael Angelo Lucco'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
Edward Baroncini
MANCHESTER, CT
James Raymond Reynolds
MANCHESTER, CT

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