Matthew Stephen Curley

Current Employers

Employment History

• 12/2005 → 05/2023
  Robert W Baird & Company
  Chiacgo, IL
• 05/2023 → 05/2026
  Excelsior Capital Group
  Denver, CO
• 06/2024 → Present
  The Leaders Group Inc
  Littleton, CO
• 01/2025 → 05/2026
  Excelsior Advisor Network
  Denver, CO
• 01/2024 → 11/2025
  Excelsior Wealth Management Llc
  Chicago, IL
• 05/2026 → Present
  Xcelsior Advisor Partners Llc
  Denver, CO

Previous Registrations

• 2023-09-28 → 2025-11-17
  Excelsior Wealth Management Llc
  Chicago, IL
• 2005-12-16 → 2023-05-06
  Robert W. Baird & Co. Incorporated
  Fort Worth, TX
  Sarasota, FL
  Lake Forest, IL
  Chicago, IL
  Oakbrook Terrace, IL
  Denver, CO
• 1997-12-28 → 2005-12-19
  Citigroup Global Markets Inc.
  Deerfield, IL
  Deerfield, IL

Other Businesses

1) XCELSIOR ADVISOR PARTNERS LLC - 5/14/26 - 393 Madison Street, Denver, CO 80206 - CEO/Wealth Advisor, Run firm/advise clients, Invt Rel, RA business, 120 hrs/mo; 120 hrs/mo (during trading hours). 2) Matthew Curley is a Registered Representative at The Leader Group; Investment related: Yes; Location: 393 Madison St Denver CO 80206; Description: I am newly registered with a broker dealer, The Leaders Group, to facilitate a small amount of brokerage business with clients, mainly variable annuities.; Responsibilities Duties: Providing investment advice and purchasing securities for individual investors.; Start Date: 2024-07-01; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-23
• S63 Uniform Securities Agent State Law Examination
  1990-04-03