XCEL Wealth Management LLC
Legal Name: XCEL WEALTH MANAGEMENT, LLC
Full Contact Details
XCEL Wealth Management LLC
101 2ND STREET, SUITE 402, HOLLY HILL, FL
386-872-3440
386-872-3442
Other Info
XCEL Wealth Management LLC, a Florida-based Limited Liability Company, currently employs 4 people, with 3 employees serving in advisory roles. Though it is unknown how many clients they serve, the firm's SEC status is listed as Approved, with a registration date of August 13, 2018.
Toggle navigation Home About Us Our Team Planning Process Newsletter Contact us Weekly Newsletter Our goal is to always keep our clients involved and informed to what is going on in the markets. To that end, we produce a weekly newsletter to ensure there is a quick read on the big picture (macro eco…
Direct Owners
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JONATHAN SCOTT XYNIDIS
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns 75% or more
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