Paul
Heyman
Excel Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Paul Heyman is a financial advisor working out of Manchester, Connecticut with a total of 4 years of relevant experience. Heyman is an employee of Excel Wealth Management, LLC. Throughout their career, Heyman has worked at Metlife Securities, Lpl Financial, LLC and Excel Wealth Management, LLC. Heyman has 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 an advisory company that has its headquarters in Manchester, CT. The investment advisory business has offices in five locations and a total of 12 employees. It administers $420 million in assets between its 234 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 234 client accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Excel Wealth Management, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees typically vary depending on which services the firm provides the client. However, fee types billed by Excel Wealth Management, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Paul Heyman Work History
Paul has been registered as a financial advisor for 4 years.*
Excel Wealth Management, LLC
Lpl Financial, LLC
Metlife Securities
*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 Paul Heyman 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
Manchester, CT
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
