Robert
Loud

Excel Wealth Management, LLC

CRD#1376572
Investment Advisor
in Manchester, CT

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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

Series 66, Series 65, Series 63

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

Robert Loud Work History

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Excel Wealth Management, LLC

2019 - 2019 (< 1 year)

Mml Investors Services, LLC

2018 - 2018 (< 1 year)

Equity Services Inc

2018 - 2019 (1 year)

Maffe Financial Group

2018 - 2019 (1 year)

Mass Mutual Life Insurance Company

2016 - 2018 (2 years)

Pruco Securities LLC

2016 - 2018 (2 years)

The Prudential Insurance Company Of America

2015 - 2015 (< 1 year)

New Investor World Inc

2013 - 2019 (6 years)

Aflac

2013 - 2022 (9 years)

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

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

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