Matteo Joseph Curley
Investment adviser representative at Xcelsior Advisor Partners LLC
15 yearsExperience
2 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
15 years in the industry.
- Xcelsior Advisor Partners LLCJun 2025 to now
- Excelsior Advisor NetworkJun 2025 to now
- Joe Hardee Investment Management LLCJun 2025 to now
- UnemployedAug 2024 to Jun 2025
- NighttownOct 2023 to Aug 2024
- UnemployedFeb 2023 to Oct 2023
- EnterpriseMar 2022 to Feb 2023
- UnemployedDec 2021 to Mar 2022
- FidelityJul 2021 to Dec 2021
- UnemployedAug 2020 to Jul 2021
- The Home DepotMay 2020 to Aug 2020
- UnemployedAug 2019 to May 2020
- Robert W. Baird Inc.May 2019 to Aug 2019
- UnemployedDec 2018 to May 2019
- Cutco CutleryMay 2017 to Dec 2018
- UnemployedJan 2011 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, OH).
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
- 7128342
- Firm CRD
- 334779