This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

XCELSIOR ADVISOR PARTNERS LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 29, 1983earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Jul 29, 1983

First registration

Jan 29, 2010

Dual registered

yes, broker-dealer

IAPD individual key

1162403

• Occurred

  Oct 28, 2025
  Advisor changed firm

  Thomas Matthew Glynn left Robert W. Baird & Co. Incorporated for Xcelsior Advisor Partners Llc (registered 2025-10-20)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1cb7a609-b7c1-e8ca-7fca-656bfa9d1d75

First observed

Jan 29, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.