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Jonathan Scott Xynidis

XCEL WEALTH MANAGEMENT, LLC·HOLLY HILL, Florida
SIE, Series 7, Series 55, Series 6324 years registeredXCEL WEALTH MANAGEMENT, LLC
101 2ND STREET, HOLLY HILL, FL 32117CRD# 4174055Firm CRD# 158863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Scott Xynidis · HOLLY HILL, FL
Registration
CRD #4174055 · XCEL WEALTH MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

XCEL WEALTH MANAGEMENT, LLC
Oct 2011 – present
M HOLDINGS SECURITIES, INC.
Jun 2004 – Oct 2011
DAYTONA BEACH, FL
WS GRIFFITH SECURITIES, INC.
Dec 2001 – Jun 2004
DAYTONA BEACH, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 55
Series 63
Registration record
First registered · December 10, 2001
Years registered · 24
03

Disclosure History

2019Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
XCEL WEALTH MANAGEMENT, LLC
CRD 158863 · SEC 801-113826
AUM
$343M
Regulatory assets under management
Employees
4
653 client accounts
Services offered by XCEL WEALTH MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at XCEL WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jonathan Scott Xynidis offer?
Jonathan Scott Xynidis specializes in Investment Management, Fee-Only Advisory. Contact their office in HOLLY HILL, Florida for a consultation.
What are Jonathan Scott Xynidis's credentials?
Jonathan Scott Xynidis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Scott Xynidis located?
Jonathan Scott Xynidis is based in HOLLY HILL, Florida, working with XCEL WEALTH MANAGEMENT, LLC. Their office serves clients in the HOLLY HILL metropolitan area and surrounding communities.
How does Jonathan Scott Xynidis charge for services?
Jonathan Scott Xynidis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XCEL WEALTH MANAGEMENT, LLC?
XCEL WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
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Research
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