Excel Wealth Management, LLC

CRD 299602 · Manchester, CT · $310.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 299602
SEC number: 801-114524
Firm type: RIA
Assets under management: $310.5M as of Mar 16, 2026
Website: www.linkedin.com/company/excel-wealth-management ↗
Phone: (888) 929-9920
Address: 935 Main Street, Manchester, CT, 06040

Advisors at this firm

5 in our index · page 1 of 1

Edward BaronciniCRD 3043354 · Manchester, CT

IA RegisteredBroker

Disclosure event(s) on record
Nicholas ColonnaCRD 7890289 · Manchester, CT

IA Registered
Paul Andrew HeymanCRD 2458621 · Manchester, CT

IA RegisteredBroker
Joseph Dominick McnallyCRD 6102015 · Indian Land, SC

IA RegisteredRegistration inactive
George Michael MorgenrothCRD 2756317 · Manchester, CT

IA RegisteredBroker

Source & corrections

Where this page comes from

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