Katie Nulliner
Investment adviser representative at Xcelsior Advisor Partners LLC
12 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
12 years in the industry.
- Xcelsior Advisor Partners LLCMay 2026 to now
- Eagle Rock Wealth MgmtApr 2026 to now
- The Leaders Group Inc, dba: Simplicity InvestmentsApr 2026 to now
- Xcelsior Advisor Partners Llc/ IarApr 2026 to now
- The Mission RestaurantMar 2014 to now
- Strategic Advisors, LLCDec 2025 to Mar 2026
- Fidelity Brokerage Services LLCDec 2024 to Mar 2026
- Wealth Strategies Advisory GroupMar 2022 to Nov 2022
- Arizona State UniversityAug 2020 to May 2023
- General Cents AccountingAug 2020 to Jan 2021
- Scottsdale Community CollegeAug 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7522498
- Firm CRD
- 334779