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Mark Bentley

Excel Wealth Management, LLC

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About Mark Bentley

Mark Bentley is an investment advisor representative at Excel Wealth Management, LLC with offices in Manchester, CT and Ringoes, NJ. Mark has over 10 years of experience in the financial industry, having previously worked at Paychex Securities Corporation. Mark is licensed to provide investment advice in New Jersey. Mark has experience advising high net worth individuals, corporations, and pension plans. Mark holds the Series 6, Series 63, Series 65 and SIE licenses.

Firm Information

Mark Bentley is currently registered with Excel Wealth Management, LLC. Excel Wealth Management, LLC is an investment advisor located in Manchester, CT. The firm provides financial planning and portfolio management for individuals, high-net-worth individuals, and pension and profit-sharing plans. They have a total of 232 client accounts with $232,703,491 in regulatory assets under management.
Excel Wealth Management, LLC

935 MAIN STREET

MANCHESTER, CT 06040

$232.70M

Assets Under Management

5,000

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Bentley’s Registration & Firm History

CT

07/31/2023 - Present

Excel Wealth Management, LLC (MANCHESTER CT)

NJ

11/19/2012 - 10/06/2022

PAYCHEX SECURITIES CORPORATION (PISCATAWAY NJ)

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Licenses & Designations

IA

Issued 05/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Bentley.
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