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Paul Andrew Heyman

EXCEL WEALTH MANAGEMENT, LLC·MANCHESTER, Connecticut
SIE, Series 6, Series 7, Series 63, Series 65Clean record16 years registeredEXCEL 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 · 16 years registered
Brand Profile
Not yet started
01

Career History

EXCEL WEALTH MANAGEMENT, LLC
Feb 2019 – present
LPL FINANCIAL LLC
Nov 2016 – Oct 2020
FORT MILL, SC
MSI FINANCIAL SERVICES, INC.
Jun 2010 – Nov 2016
GLASTONBURY, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · June 3, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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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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.
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Other Advisors at EXCEL WEALTH MANAGEMENT, LLC

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

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