Paul Andrew Heyman is listed as Financial Consultant 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 Paul Andrew Heyman work?
Paul Andrew Heyman is listed as Financial Consultant at Excel Wealth Management, LLC on SEC Form ADV.
How much of Excel Wealth Management, LLC does Paul Andrew Heyman own?
Form ADV reports a beneficial ownership band of 5-10%.