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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Excel Wealth Management, LLC

Joseph D. McNally

CRD 6102015 · Manchester, CT

At a glance

Joseph D. McNally is an investment adviser representative with Excel Wealth Management, LLC in Manchester, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2020, about 6 years ago.

Current advisory firms

  • Excel Wealth Management, LLCSince February 2020Manchester, CT · $310M in regulatory assets
  • Drive Capital Management LLCSince July 2026Indian Land, SC · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2020 (6 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Joseph’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.