Robert
Loud
Excel Wealth Management, LLC
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About this Advisor
Robert Loud is a financial advisor based in Manchester, Connecticut with 1 year of relevant experience. Loud is an advisor for Excel Wealth Management, LLC. Throughout their career, they have worked at Aflac, Pruco Securities LLC, The Prudential Insurance Company Of America, Equity Services Inc, Maffe Financial Group, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, New Investor World Inc, Rnl Advisory Group and Excel Wealth Management, LLC. Loud holds Series 66, Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut. Excel Wealth Management, LLC is a registered investment company based in Manchester, CT. The firm has offices in five locations and a total of 12 financial advisors. It manages $420 million in assets between its 234 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 234 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in investable assets. Excel Wealth Management, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually depend on which services are offered. Fee types billed by Excel Wealth Management, LLC likely include any combination 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
Robert Loud Work History
Robert has been registered as a financial advisor for 1 years.*
Excel Wealth Management, LLC
Mml Investors Services, LLC
Equity Services Inc
Maffe Financial Group
Mass Mutual Life Insurance Company
Pruco Securities LLC
The Prudential Insurance Company Of America
New Investor World Inc
Aflac
Rnl Advisory Group
*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 Robert Loud 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
Lake Mary, FL
Manchester, CT
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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