Gene Forest Pucci
Investment adviser representative at Xcelsior Advisor Partners LLC
17 yearsExperience
2 statesRegistered in
$2.5BFirm assets
1 yearFirm in business
Are you Gene Forest Pucci? Claim your profile
Contact this firm
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.
- Xcelsior Advisor Partners LLCMay 2026 to now
- The Leaders Group IncAug 2025 to now
- Excelsior Advisor Network LLCJun 2025 to May 2026
- Robert W. Baird & Co., Inc.Dec 2019 to Jun 2025
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2019
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 2507378
- Firm CRD
- 334779