Joseph D Hardee
Investment adviser representative at Xcelsior Advisor Partners LLC
17 yearsExperience
4 statesRegistered in
$2.5BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- The Leaders Group Inc dba Simplicity InvestmentsMar 2025 to now
- Xcelsior Advisor Partners LLCMar 2025 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Mar 2025
- Morgan Stanley Private Bank, N.AJan 2015 to Nov 2018
- Morgan StanleyJun 2009 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (CO, FL, NY, TX).
Xcelsior Advisor Partners LLC
$2.5BAssets managed
1,501Clients
21Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1688245
- Firm CRD
- 334779