Nicholas Colonna

Current Employers

Excel Wealth Management, Llc

935 Main Street Unit E, Manchester, CT 06040 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-04-30

CT RA
APPROVED

Since 2024-04-30

Branch Locations

935 Main Street Unit E, Manchester, CT 06040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
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
Roses Berry Farm	Glastonbury	CT	06/2017	08/2017
High School	Amston	CT	09/2014	06/2018
Marlborough Public Works	Marlborough	CT	06/2018	08/2018
Greenscapes Inc	Hebron	CT	03/2019	08/2019
Greenscapes Inc	Hebron	CT	05/2020	Present
University Of Massachusetts Amherst	Amherst	MA	09/2018	05/2020
Excel Wealth Management, Llc	Manchester	CT	04/2023	Present
Clarke Landscapes	Bolton	CT	03/2021	01/2022

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-30

S65 Uniform Investment Adviser Law Examination

2024-04-30

View on SEC IAPD

Current Employers

Excel Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews