Christopher
Davey
Excel Wealth Management, LLC
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About this Advisor
Christopher Davey is a financial advisor who works out of Manchester, Connecticut, with a total of 1 year of relevant experience. Davey currently works for Excel Wealth Management, LLC. Throughout their career, they have worked at Pruco Securities, LLC, Prudential Insurance Company Of America, Equity Services, Inc, Maffe Financial Group, Mass Mutual Life Insurance Company, Mml Investors Services, Equity Services Inc, National Life Group, Lpl Financial LLC and Excel Wealth Management, LLC. Davey maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Excel Wealth Management, LLC is a business headquartered in Manchester, CT. The investment advisory business has offices in five locations and a total of 12 financial advisors. It controls $420 million in assets under management among its 234 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 234 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. Excel Wealth Management, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees largely vary depending on which service is offered. Fees billed by Excel Wealth Management, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Excel Wealth Management, LLC Brokerage Details
$419,472,572
12
234
$1,792,618
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christopher Davey Work History
Christopher has been registered as a financial advisor for 1 years.*
Excel Wealth Management, LLC
Lpl Financial LLC
National Life Group
Equity Services Inc
Equity Services, Inc
Maffe Financial Group
Mass Mutual Life Insurance Company
Mml Investors Services
Pruco Securities, LLC
Prudential Insurance Company Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Davey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Excel Wealth Management, LLC
Manchester, CT
Manchester, CT
Manchester, CT
Manchester, CT
New York, NY
Manchester, CT
Lake Mary, FL
Manchester, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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