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Managing Member, Chief Investment Officer and Chief Compliance Officer · Excel Wealth Management, LLC

Edward Baroncini

CRD 3043354 · Named on Form ADV at one SEC-registered adviser

At a glance

Excel Wealth Management, LLC, an SEC-registered asset manager based in Manchester, CT with $310 million in regulatory assets, lists Edward Baroncini on its Form ADV as Managing Member, Chief Investment Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Excel Wealth Management, LLCManaging Member, Chief Investment Officer and Chief Compliance OfficerAsset manager · Manchester, CT · $310M in regulatory assets

AtlasMembers

Edward’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.