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RIA / WealthAdvisor41 years in industry

STANLEY MARK REEG

Advisor at XCELSIOR ADVISOR PARTNERS LLC

SCOTTSDALE, AZ | DAVENPORT, IA

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Search this name across graphsid dfx:ria:64cf007e-109d-d374-04f1-11a99a41bf8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 8, 1999 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 20, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 20, 1985
First registration: Feb 8, 1999
Dual registered: no
IAPD individual key: 1382954

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
XCELSIOR ADVISOR PARTNERS LLC	Independent wealth	Jul 28, 2026	n/a	yes	DAVENPORT, IA\|SCOTTSDALE, AZ	Current employment
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Oct 17, 2014	Aug 17, 2026	no	Quad Cities, IA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Oct 20, 2014	no	DAVENPORT, IA\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Feb 8, 1999	Jan 1, 2008	no	CEDAR RAPIDS, IA\|DAVENPORT, IA\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ROBERT W. BAIRD & CO. INCORPORATED	XCELSIOR ADVISOR PARTNERS LLC	Aug 17, 2026	Jul 28, 2026	-20	Firm change	RIA to RIA
WELLS FARGO ADVISORS	ROBERT W. BAIRD & CO. INCORPORATED	Oct 20, 2014	Oct 17, 2014	-3	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (4)

→ XCELSIOR ADVISOR PARTNERS LLCRegistered adviserregistration: current employment
Jul 28, 2026 to presentfactForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Oct 17, 2014 to Aug 17, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Oct 20, 2014factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Feb 8, 1999 to Jan 1, 2008factForm ADV

Dated events

Occurred
Aug 17, 2026
Advisor changed firm
Stanley Mark Reeg left Robert W. Baird & Co. Incorporated for Xcelsior Advisor Partners Llc (registered 2026-07-28)
Form ADVobserved 6 days ago