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

Apr 3, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Apr 3, 1990

First registration

Dec 28, 1997

Dual registered

yes, broker-dealer

IAPD individual key

1856721

• Occurred

  Nov 17, 2025
  Advisor changed firm

  Matthew Stephen Curley left Excelsior Wealth Management Llc for Xcelsior Advisor Partners Llc (registered 2025-03-10)

  Form ADVobserved 6 days ago
• Occurred

  May 6, 2023
  Advisor changed firm

  Matthew Stephen Curley left Robert W. Baird & Co. Incorporated for Excelsior Wealth Management Llc (registered 2023-09-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f5f126ff-d92b-ee6d-4936-a1ab6c9ddf4a

First observed

Dec 28, 1997

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.