Edward Baroncini
Investment adviser representative at Excel Wealth Management, LLC
36 yearsExperience
4 statesRegistered in
$310.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
36 years in the industry.
- Excel Wealth Management, LLCJan 2019 to now
- LPL Financial, LLCDec 2014 to now
- Baroncini FinancialAug 2008 to Aug 2019
- Baroncini Enterprises Inc.Jul 1990 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, NC, TX).
Excel Wealth Management, LLC
$310.5MAssets managed
326Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3043354
- Firm CRD
- 299602