Stephan
Davis
Excel Wealth Management, LLC
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About this Advisor
Stephan Davis is a financial advisor based out of New York, New York with a total of 1 year of industry experience. Davis works at Excel Wealth Management, LLC. Throughout their career, Davis has worked at National Life Group, Equity Services, Inc, Northwestern Mutual, Bd, Coloplast Corp, Astellas Pharma Us, Techtronic Industries, Student, Npa Financial and Excel Wealth Management, LLC. Davis holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Excel Wealth Management, LLC is a registered investment firm that has its headquarters in Manchester, CT. It has offices in five locations and a total of 12 people on staff. It administers $420 million in assets among 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 greater than $1 million in investable assets. Excel Wealth Management, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice are based on which service is provided. Fee types charged by Excel Wealth Management, LLC likely include some blend 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
Stephan Davis Work History
Stephan has been registered as a financial advisor for 1 years.*
Excel Wealth Management, LLC
National Life Group
Equity Services, Inc
Northwestern Mutual
Bd
Npa Financial
Coloplast Corp
Astellas Pharma Us
Techtronic Industries
Student
*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 Stephan Davis 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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