EXCEL WEALTH MANAGEMENT, LLC of MANCHESTER, CT is an SEC-registered investment adviser (CRD 299602). Regulatory assets under management: $310.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Edward Baroncini | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Michael Angelo Lucco | MANAGING MEMBER | — |
| James Raymond Reynolds | CHIEF OPERATING OFFICER | — |
| Paul Andrew Heyman | FINANCIAL CONSULTANT | — |
| BARONCINI EDWARD | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| LUCCO MICHAEL ANGELO | MANAGING MEMBER | — |
| HEYMAN PAUL ANDREW | FINANCIAL CONSULTANT | — |
| REYNOLDS JAMES RAYMOND | CHIEF OPERATING OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 888-929-9920 |
| — | — | 1 | 888-929-9920 |