Financial ADVSR advisor directory · SEC adviser records
Xcelsior Advisor Partners LLC financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Xcelsior Advisor Partners LLC office in Scottsdale, A to Z.
The short answer
13 registered advisors work at Xcelsior Advisor Partners LLC in Scottsdale, out of 17 at the firm nationwide; it ranks number 32 in the city by advisors. 3 list the CFP designation and 11 are also registered broker representatives.
Xcelsior Advisor Partners LLC advisors in Scottsdale, A to Z
Every Xcelsior Advisor Partners LLC advisor →- Cayden A. BrotzAlso a broker rep
- James T. ChandlerInvestment adviser rep
- Matteo J. CurleyInvestment adviser rep
- Matthew S. CurleyAlso a broker rep
- David T. EubanksCertified Financial Planner · Also a broker rep
- Thomas M. GlynnAlso a broker rep
- Nathan W. GundersonCertified Financial Planner · Also a broker rep
- Julie A. LaffertyAlso a broker rep
- Peter LisickyCertified Financial Planner · Also a broker rep
- David E. MathiasAlso a broker rep
- Katie NullinerAlso a broker rep
- Mark A. PetersonAlso a broker rep
- Gene F. PucciAlso a broker rep
Xcelsior Advisor Partners LLC advisors in every city and state →Xcelsior Advisor Partners LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Xcelsior Advisor Partners LLC advisors in other cities
Davenport, IA 1Fort Worth, TX 1Miami Beach, FL 1Morrison, CO 1
Other firms in Scottsdale
All Scottsdale advisors →Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49
Questions
How many financial advisors does Xcelsior Advisor Partners LLC have in Scottsdale?
13 investment adviser representatives are registered at Xcelsior Advisor Partners LLC offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 3 list the CFP designation and 11 are also registered as broker representatives.
Is Xcelsior Advisor Partners LLC one of the largest advisor employers in Scottsdale?
Xcelsior Advisor Partners LLC ranks number 32 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.
How do I check a Xcelsior Advisor Partners LLC advisor in Scottsdale?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Xcelsior Advisor Partners LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.