Xcel Wealth Management, LLC

Xcel Wealth Management, LLC (CRD# 158863) is a financial advisory firm headquartered in Holly Hill, FL. They manage $343,422,373 in 653 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
101 2nd Street, Suite 402, Holly Hill, FL 32117
http://www.xcelwealth.com
By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $525,915
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Xcel Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Randall Beardsley, financial advisor Holly Hill FL
Randall A. Beardsley
CRD#: 2428232
101 2nd Street, Suite 402, Holly Hill, FL 32117

Randall Beardsley (CRD# 2428232) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 25 years of experience in the finance industry.

2
Jonathan Xynidis, financial advisor Holly Hill FL
Jonathan S. Xynidis
CRD#: 4174055
101 2nd Street, Suite 402, Holly Hill, FL 32117

Jonathan Xynidis (CRD# 4174055) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 22 years of experience in the finance industry.

3
Chay Stewart, financial advisor Holly Hill FL
Chay R. Stewart
CRD#: 7148152
101 2nd Street, Suite 402, Holly Hill, FL 32117

Chay Stewart (CRD# 7148152) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Holly Hill, FL and has over 4 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals