Nicholas Colonna

Employer firm

Excel Wealth Management, LLC CRD 299602

$310M regulatory AUM 4,933 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 08/2017
  Roses Berry Farm
  Glastonbury, CT
• 09/2014 → 06/2018
  High School
  Amston, CT
• 06/2018 → 08/2018
  Marlborough Public Works
  Marlborough, CT
• 03/2019 → 08/2019
  Greenscapes Inc
  Hebron, CT
• 05/2020 → Present
  Greenscapes Inc
  Hebron, CT
• 09/2018 → 05/2020
  University Of Massachusetts Amherst
  Amherst, MA
• 04/2023 → Present
  Excel Wealth Management, Llc
  Manchester, CT
• 03/2021 → 01/2022
  Clarke Landscapes
  Bolton, CT

Other Businesses

1) Licensed Insurance Agent; Not investment-related; 22 Edgemere Ave, West Hartford, CT, 06110; Insurance Sales; Implementations of insurance recommendations

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-30