About Excelsior Wealth Partners
Excelsior Wealth Partners offers all-encompassing financial services for our clients. As a well respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.
Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth Partners can help you achieve your financial goals
See Disclosures
General Information
Firm Start Year
2017
No. of Employees
10-19
CRD#
4199324
Firm CRD#
NA
Insurance License#
LA-910074
Years of Experience in Financial Services
24
Number of Years with Current Firm
7
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CLU®
Securities Licenses
Series 63, Series 26, Series 7, Series 6, Series 65
Firm Information
Assets Managed by Advisor
192000000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Education
Bachelor's Business Administration - Finance
St. Bonaventure University
1995 -1999
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1889436/financialplanners-Excelsior-Wealth-Partners-detailed-disclosure.html