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Financial ADVSR advisor directory · SEC adviser records

Excel Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Excel Wealth Management, LLC, by the state and city of the office they work from.

5 registered advisors work at Excel Wealth Management, LLC, in 2 states and 2 cities; the most are in Manchester, CT (4). 0 list the CFP designation and 3 are also registered broker representatives.

Search every Excel Wealth Management, LLC advisor by name →Excel Wealth Management, LLC: assets, clients and custodians →

Cities with the most Excel Wealth Management, LLC advisors

Manchester, CT 4Bradenton, FL 1

Excel Wealth Management, LLC advisors by state

Excel Wealth Management, LLC in Connecticut 4

Manchester 4

Excel Wealth Management, LLC in Florida 1

Bradenton 1

Questions

How many financial advisors does Excel Wealth Management, LLC have?

5 investment adviser representatives are registered with Excel Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 0 list the CFP designation and 3 are also registered as broker representatives.

Where does Excel Wealth Management, LLC have the most advisors?

Manchester, CT, with 4 registered advisors, then Bradenton, FL (1). By state, Connecticut has the most, with 4.

How do I find a Excel Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Excel Wealth Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Excel Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →