Christopher
Davey

Excel Wealth Management, LLC

CRD#5981750
Investment Advisor
in Manchester, CT

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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

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

935 Main Street Unit B104
Manchester, CT 06040

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Excel Wealth Management, LLC Brokerage Details

Total Assets Under Management

$419,472,572

CT Average: $5,297,377,271
Total Number of Employees

12

CT Average: 35
Total Number of Accounts

234

CT Average: 690
Average Account Size

$1,792,618

CT Average: $7,677,358

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.*

2022 - Present (2 years)

Excel Wealth Management, LLC

2021 - Present (3 years)

Lpl Financial LLC

2020 - Present (4 years)

National Life Group

2020 - 2021 (1 year)

Equity Services Inc

2018 - 2018 (< 1 year)

Equity Services, Inc

2018 - 2018 (< 1 year)

Maffe Financial Group

2018 - 2020 (2 years)

Mass Mutual Life Insurance Company

2018 - 2020 (2 years)

Mml Investors Services

2011 - 2018 (7 years)

Pruco Securities, LLC

2011 - 2018 (7 years)

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

Robert Loud
Manchester, CT
Joseph Mcnally
Manchester, CT
Christopher Davey
Manchester, CT
Philip Davey
Manchester, CT
Stephan Davis
New York, NY
George Morgenroth
Manchester, CT
Robert Darrow
Lake Mary, FL
Paul Heyman
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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