Excel Wealth Management, LLC

Excel Wealth Management, LLC (CRD# 299602) is a financial advisory firm headquartered in Manchester, CT. They manage $232,703,491 in 232 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
935 Main Street, Unit B104, Manchester, CT 06040
http://excelwm.com
By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $1,003,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CT, FL, MA, NC, NH, NJ, NY, RI, SC, TX, WY

Financial Advisors at Excel Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Paul Heyman, financial advisor Manchester CT
Paul A. Heyman
CRD#: 2458621
935 Main Street, Unit B104, Manchester, CT 06040

Paul Heyman (CRD# 2458621) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Manchester, CT and has over 20 years of experience in the finance industry.

2
George Morgenroth, financial advisor Manchester CT
George M. Morgenroth
CRD#: 2756317
935 Main Street, Unit B104, Manchester, CT 06040

George Morgenroth (CRD# 2756317) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Manchester, CT and has over 27 years of experience in the finance industry.

3
Mark Bentley, financial advisor Manchester CT
Mark Bentley
CRD#: 6101965
935 Main Street, Unit B104, Manchester, CT 06040

Mark Bentley (CRD# 6101965) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Manchester, CT and has over 11 years of experience in the finance industry.

4
Robert Darrow, financial advisor Manchester CT
Robert H. Darrow
CRD#: 4772232
935 Main Street, Unit B104, Manchester, CT 06040

Robert Darrow (CRD# 4772232) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Manchester, CT and has over 19 years of experience in the finance industry.

5
Jason Lucas, financial advisor Manchester CT
Jason P. Lucas
CRD#: 6117102
935 Main Street, Unit B104, Manchester, CT 06040

Jason Lucas (CRD# 6117102) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Manchester, CT and has over 11 years of experience in the finance industry.

6
Joseph McNally, financial advisor Manchester CT
Joseph D. McNally
CRD#: 6102015
935 Main Street, Unit B104, Manchester, CT 06040

Joseph McNally (CRD# 6102015) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Manchester, CT and has over 11 years of experience in the finance industry.

7
Jesse Navarrete, financial advisor Greenville NC
Jesse R. Navarrete
CRD#: 6596556
Greenville, NC

Jesse Navarrete (CRD# 6596556) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Greenville, NC and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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