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
| Title | Managing Member, Chief Investment Officer And Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2018 |