George
Morgenroth
Excel Wealth Management, LLC
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About this Advisor
George Morgenroth is a financial advisor operating out of Manchester, Connecticut who has 1 year of relevant experience. Morgenroth works at Excel Wealth Management, LLC. During their career, Morgenroth has held roles at The Leaders Group Inc, Edgewater Advisors LTD, Excel Wealth Management, LLC, Edgewater Advisors Nyc, Inc and Lpl Financial LLC. Morgenroth maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Excel Wealth Management, LLC is a financial advisory business that has its headquarters in Manchester, CT. It has offices in five locations and a total of 12 people on staff. It controls $420 million in assets among its 234 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 234 accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets available to invest. Excel Wealth Management, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management are based on which service is offered. Fee types billed by Excel Wealth Management, LLC likely include 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
George Morgenroth Work History
George has been registered as a financial advisor for 1 years.*
Excel Wealth Management, LLC
Lpl Financial LLC
Edgewater Advisors Nyc, Inc
The Leaders Group Inc
Edgewater Advisors LTD
*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 George Morgenroth 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
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Lake Mary, FL
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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