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Matteo Joseph Curley

Xcelsior Advisor Partners LLC

Scottsdale, AZ

Cleveland Heights, OH

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Current Employers
Xcelsior Advisor Partners Llc

Scottsdale, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-12-02
CO RA APPROVED 2025-06-19
  • OH RA
    APPROVED
    Since 2025-12-02
  • CO RA
    APPROVED
    Since 2025-06-19

Branch Locations

Scottsdale, AZ • United States

Cleveland Heights, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cutco Cutlery Chicago IL 05/2017 05/2018
Cutco Cutlery Chicago IL 05/2018 12/2018
Robert W. Baird Inc. Chicago IL 05/2019 08/2019
The Home Depot Chicago IL 05/2020 08/2020
Unemployed Chicago IL 12/2018 05/2019
Unemployed Chicago IL 01/2011 05/2017
Unemployed Chicago IL 08/2019 05/2020
Unemployed Chicago IL 08/2020 07/2021
Fidelity Denver CO 07/2021 12/2021
Unemployed Denver CO 12/2021 03/2022
Enterprise Jackson OH 03/2022 02/2023
Unemployed Cleveland OH 02/2023 10/2023
Nighttown Cleveland OH 10/2023 08/2024
Excelsior Advisor Network Denver CO 06/2025 Present
Unemployed Cleveland OH 08/2024 06/2025
Joe Hardee Investment Management Llc New York NY 06/2025 Present
  • 05/2017 → 05/2018
    Cutco Cutlery
    Chicago, IL
  • 05/2018 → 12/2018
    Cutco Cutlery
    Chicago, IL
  • 05/2019 → 08/2019
    Robert W. Baird Inc.
    Chicago, IL
  • 05/2020 → 08/2020
    The Home Depot
    Chicago, IL
  • 12/2018 → 05/2019
    Unemployed
    Chicago, IL
  • 01/2011 → 05/2017
    Unemployed
    Chicago, IL
  • 08/2019 → 05/2020
    Unemployed
    Chicago, IL
  • 08/2020 → 07/2021
    Unemployed
    Chicago, IL
  • 07/2021 → 12/2021
    Fidelity
    Denver, CO
  • 12/2021 → 03/2022
    Unemployed
    Denver, CO
  • 03/2022 → 02/2023
    Enterprise
    Jackson, OH
  • 02/2023 → 10/2023
    Unemployed
    Cleveland, OH
  • 10/2023 → 08/2024
    Nighttown
    Cleveland, OH
  • 06/2025 → Present
    Excelsior Advisor Network
    Denver, CO
  • 08/2024 → 06/2025
    Unemployed
    Cleveland, OH
  • 06/2025 → Present
    Joe Hardee Investment Management Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-16
  • S65 Uniform Investment Adviser Law Examination
    2025-04-16
Other Names
  • Matteo J Curley
  • Matteo Curley

View on SEC IAPD

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