Advisor at Xcel Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Xcel Wealth Management, LLC
Location
Holly Hill, FL 32117
Credentials
Series 65
Industry experience
6 years
Chay Stewart is a financial advisor at Xcel Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC for five years. In addition to his advisory role, Stewart owns Stewart Planning Group, Inc, where he is involved in insurance sales and services. Xcel Wealth Management serves individual clients, including high-net-worth individuals, providing discretionary portfolio management and comprehensive wealth-management services. The firm’s investment approach integrates multiple analytical methods to build diversified portfolios tailored to clients’ goals, risk tolerance, and income needs.
Based on Xcel Wealth Management, LLC
$0 - $2,000,000: 1.50% $2,000,001+: 0.75%
101 2 Nd Street, Suite 402
Holly Hill, FL 32117
Florida
Xcel Wealth Management, LLC
2024 - Present (2 years)
AE Wealth Management, LLC
2019 - 2024 (5 years)
Stewart Planning Group, Inc
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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