Chay Reinman Stewart

Employer firm

Xcel Wealth Management, LLC CRD 158863

$498M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Xcel Wealth Management, Llc

101 2Nd Street Suite 402, Holly Hill, FL 32117 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-01-18

FL RA
APPROVED

Since 2024-01-18

Branch Locations

101 2Nd Street Suite 402, Holly Hill, FL 32117 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Stewart Planning Group, Inc	Ormond Beach	FL	01/2000	Present
Ae Wealth Management, Llc	Topeka	KS	08/2019	01/2024
Xcel Wealth Management, Llc	Holly Hill	FL	01/2024	Present

01/2000 → Present

Stewart Planning Group, Inc

Ormond Beach, FL
08/2019 → 01/2024

Ae Wealth Management, Llc

Topeka, KS
01/2024 → Present

Xcel Wealth Management, Llc

Holly Hill, FL

Previous Registrations

2019-08-15 → 2024-01-18

Ae Wealth Management, Llc

Ormond Beach, FL

Other Businesses

STEWART PLANNING GROUP, INC; YES INVESTMENT RELATED; 298 S. NOVA RODD, H ORMOND BEACH, FL 32174; INSURANCE SALES; OWNER; START DATE 01/2000; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-06-09

S65 Uniform Investment Adviser Law Examination

2019-06-09

View on SEC IAPD