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Robert Hollands Darrow

Excel Wealth Management, LLC

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About Robert Hollands Darrow

Robert Hollands Darrow is a financial advisor with over 17 years of experience in the financial services industry. Robert is currently registered with Excel Wealth Management, LLC. Robert holds licenses in Florida and is also a Certified Financial Planner. Previously, Robert worked at Paychex Securities Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Excel Wealth Management, LLC has approximately 233 million dollars in assets under management.

Firm Information

Robert Darrow 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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Robert Darrow’s Registration & Firm History

CT

06/23/2022 - Present

Excel Wealth Management, LLC (MANCHESTER CT)

FL

02/03/2014 - 06/01/2021

PAYCHEX SECURITIES CORPORATION (LAKE MARY FL)

FL

05/13/2004 - 07/07/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HEATHROW FL)

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Licenses & Designations

BC

Issued 02/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Hollands Darrow.
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