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James Raymond Reynolds

Chief Operating OfficerExcel Wealth Management, LLCCRD 6119213

About James Raymond Reynolds

James Raymond Reynolds is listed as Chief Operating Officer at Excel Wealth Management, LLC in Manchester, CT. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Excel Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Raymond Reynolds work?

James Raymond Reynolds is listed as Chief Operating Officer at Excel Wealth Management, LLC on SEC Form ADV.

How much of Excel Wealth Management, LLC does James Raymond Reynolds own?

Form ADV reports a beneficial ownership band of 5-10%.

Excel Wealth Management, LLC

TitleChief Operating Officer
Ownership5-10%
Control personNo
Since2023