Matthew Stephen Curley
Investment adviser representative at Xcelsior Advisor Partners LLC
21 yearsExperience
1 stateRegistered 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
21 years in the industry.
- Xcelsior Advisor Partners LLCMay 2026 to now
- The Leaders Group IncJun 2024 to now
- Excelsior Advisor NetworkJan 2025 to May 2026
- Excelsior Wealth Management LLCJan 2024 to Nov 2025
- Excelsior Capital GroupMay 2023 to May 2026
- Robert W Baird & CompanyDec 2005 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 1856721
- Firm CRD
- 334779