Xcel Wealth Management, LLC

Xcel Wealth Management, LLC (CRD# 158863) is a financial advisory firm headquartered in Daytona Beach, FL. They manage $67,560,000 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $608,649
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Xcel Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan S. Xynidis
CRD#: 4174055
110 Orange Avenue, Daytona Beach, FL 32114
93
Wealthminder
score

Jonathan Xynidis (CRD# 4174055) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Daytona Beach, FL and has over 14 years of experience in the finance industry.

2
Erick J. Palacios
CRD#: 4557570
110 Orange Avenue, Daytona Beach, FL 32114
88
Wealthminder
score

Erick Palacios (CRD# 4557570) is an Investment Advisor Representative working at Xcel Wealth Management, LLC in Daytona Beach, FL and has over 2 years of experience in the finance industry.

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