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Edward Baroncini

Managing Member, Chief Investment Officer And Chief Compliance OfficerExcel Wealth Management, LLCCRD 3043354

About Edward Baroncini

Edward Baroncini is listed as Managing Member, Chief Investment Officer And Chief Compliance Officer at Excel Wealth Management, LLC in Manchester, CT. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Excel Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Edward Baroncini work?

Edward Baroncini is listed as Managing Member, Chief Investment Officer And Chief Compliance Officer at Excel Wealth Management, LLC on SEC Form ADV.

How much of Excel Wealth Management, LLC does Edward Baroncini own?

Form ADV reports a beneficial ownership band of 25-50%.

Excel Wealth Management, LLC

TitleManaging Member, Chief Investment Officer And Chief Compliance Officer
Ownership25-50%
Control personYes
Since2018
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