AdvisorOS Directory
Claim Profile
Unclaimed Profile
PH

Paul Andrew Heyman

EXCEL WEALTH MANAGEMENT, LLC·MANCHESTER, Connecticut
Clean recordEXCEL WEALTH MANAGEMENT, LLC
935 MAIN STREET, MANCHESTER, CT 06040CRD# 2458621Firm CRD# 299602

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Andrew Heyman · MANCHESTER, CT
Registration
CRD #2458621 · EXCEL WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul Andrew Heyman 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
Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

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# 2458621
Firm CRD# 299602
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
05

Frequently Asked Questions

What services does Paul Andrew Heyman offer?
Paul Andrew Heyman specializes in Financial Planning, Investment Management. Contact their office in MANCHESTER, Connecticut for a consultation.
What are Paul Andrew Heyman's credentials?
Paul Andrew Heyman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Andrew Heyman located?
Paul Andrew Heyman 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 Paul Andrew Heyman charge for services?
Paul Andrew Heyman'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 at EXCEL WEALTH MANAGEMENT, LLC

James Raymond Reynolds
MANCHESTER, CT
Michael Angelo Lucco
MANCHESTER, CT
Edward Baroncini
MANCHESTER, CT

More Advisors in MANCHESTER, Connecticut

Craig Stanley Lappen
TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC·MANCHESTER, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile