EB
Edward Baroncini
CRD 3043354
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Excel Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Excel Wealth Management, Llc
Managing Member, Chief Investment Officer And Chief Compliance Officer · 25% – 50% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗