EXCEL WEALTH MANAGEMENT, LLC

MANCHESTER, Connecticut·4 registered advisors·CRD# 299602
SEC# 801-1145245(888) 929-9920
01

Firm Overview

AUM
$233M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EXCEL WEALTH MANAGEMENT, LLC

4 registered advisors
Edward Baroncini
MANCHESTER, Connecticut
James Raymond Reynolds
MANCHESTER, Connecticut
Michael Angelo Lucco
MANCHESTER, Connecticut
Paul Andrew Heyman
MANCHESTER, Connecticut
05

Office Locations

MANCHESTER, Connecticut
4 advisors

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Data sourced from SEC Form ADV filings. EXCEL WEALTH MANAGEMENT, LLC (CRD# 299602) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.