| Entity Name: | EXCEL WEALTH MANAGEMENT LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 06 Jun 2016 (Companies founded in June 2016) |
| Business ALEI: | 1209924 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 935 Main St, Manchester, CT, 06040-6059, United States |
| Mailing address: | 935 Main St, Manchester, CT, United States, 06040-6059 |
| ZIP code: | 06040 (Companies in Hartford, 06040) |
| County: | Hartford |
| Place of Formation: | CONNECTICUT |
| E-Mail: | EdB@excelwm.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| EDWARD ALFRED BARONCINI JR. | Agent | 935 Main St, Manchester, CT, 06040-6059, United States | 935 Main St, Manchester, CT, 06040-6059, United States | +1 941-720-3210 | EdB@Excelwm.com | CT, 935 Main St, Manchester, CT, 06040-6059, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| EDWARD ALFRED BARONCINI JR. | Officer | 935 Main St, Manchester, CT, 06040-6059, United States | +1 941-720-3210 | EdB@Excelwm.com | CT, 935 Main St, Manchester, CT, 06040-6059, United States |
| MICHAEL LUCCO | Officer | 935 Main St, Manchester, CT, 06040-6059, United States | No data | No data | 148 BULL HILL RD., COLCHESTER, CT, United States |
| EDWARD BARONCINI | Officer | 935 Main St, 2139 SILAS DEANE HIGHWAY, SUITE 207, Manchester, CT, 06040-6059, United States | No data | No data | 280 TALCOTTVILLE RD., VERNON, CT, 06066, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012594086 | 2024-03-27 | 2024-03-27 | Interim Notice | Interim Notice | No data |
| BF-0012261257 | 2024-02-08 | No data | Annual Report | Annual Report | No data |
| BF-0011459573 | 2023-01-23 | No data | Annual Report | Annual Report | No data |
| BF-0011050278 | 2022-10-31 | 2022-10-31 | Change of Business Address | Business Address Change | No data |
| BF-0010299537 | 2022-04-28 | No data | Annual Report | Annual Report | 2022 |
| 0007151231 | 2021-02-15 | No data | Annual Report | Annual Report | 2021 |
| 0006931756 | 2020-06-25 | No data | Annual Report | Annual Report | 2020 |
| 0006742460 | 2020-02-05 | No data | Annual Report | Annual Report | 2019 |
| 0006742451 | 2020-02-05 | No data | Annual Report | Annual Report | 2018 |
| 0006742438 | 2020-02-05 | No data | Annual Report | Annual Report | 2017 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
