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Shirley Boyd Winters

EXCELSIA, INC.·SAVANNAH, Georgia
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15 LAKE STREET, SAVANNAH, GA 31411CRD# 4900838Firm CRD# 125320
01

About

Shirley Boyd Winters is a registered financial advisor based in SAVANNAH, Georgia, affiliated with EXCELSIA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
EXCELSIA, INC.
EXCELSIA, INC.
AUM
$123M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at EXCELSIA, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4900838
Firm CRD# 125320
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shirley Boyd Winters offer?
Shirley Boyd Winters specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAVANNAH, Georgia for a consultation.
What are Shirley Boyd Winters's credentials?
Shirley Boyd Winters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shirley Boyd Winters located?
Shirley Boyd Winters is based in SAVANNAH, Georgia, working with EXCELSIA, INC.. Their office serves clients in the SAVANNAH metropolitan area and surrounding communities.
How does Shirley Boyd Winters charge for services?
Shirley Boyd Winters'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 EXCELSIA, INC.?
EXCELSIA, INC. has approximately 4 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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