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

Jun 15, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jun 15, 2010

First registration

Apr 4, 2013

Dual registered

yes, broker-dealer

Other names

PETER LISICKY|PETER MATTHEW LISICKY

IAPD individual key

5783921

• Occurred

  Oct 28, 2025
  Advisor changed firm

  Peter Lisicky left Robert W. Baird & Co. Incorporated for Xcelsior Advisor Partners Llc (registered 2025-10-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:96cc0fc2-6ca1-d240-3bc4-40ce590c1898

First observed

Apr 4, 2013

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.