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Jonathan Scott Xynidis

XCEL WEALTH MANAGEMENT, LLC·HOLLY HILL, Florida
Series 55, Series 7, Series 63XCEL 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
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Jonathan Scott Xynidis is a registered financial advisor based in HOLLY HILL, Florida, affiliated with XCEL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
XCEL WEALTH MANAGEMENT, LLC
XCEL WEALTH MANAGEMENT, LLC
AUM
$343M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at XCEL WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4174055
Firm CRD# 158863
View on FINRA BrokerCheck →

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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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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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