Julie Anne Lafferty
Investment adviser representative at Xcelsior Advisor Partners LLC
11 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
11 years in the industry.
- The Leaders Group, Inc: dba: Simplicity InvestmentsMay 2026 to now
- Xcelsior Advisor Partners LLCApr 2026 to now
- Duffy Mathias Private WealthApr 2026 to now
- Robert W Baird & CoDec 2017 to Apr 2026
- Dc Capital and Investments LLCAug 2017 to Oct 2017
- Az Investment Property ExpertsNov 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6895970
- Firm CRD
- 334779