Todd M. Reeg

XCELSIOR ADVISOR PARTNERS

SCOTTSDALE, AZ 85254

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CRD#: 3254227

Professional summary

Todd Michael Reeg, CFP® is a registered financial advisor currently at XCELSIOR ADVISOR PARTNERS LLC located in Scottsdale, Arizona and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Todd has worked at 5 firms and has passed the Series 63, SIE, Series 31 and Series 7 exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) PART TIME INS PRODUCER - 7/24/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Part time insurance producer, Recommend insurance as needed as part of planning process, Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) REEG PRIVATE WEALTH - 7/24/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Wealth Advisor, Investment management & comprehensive financial planning, Invt Rel, Wealth advisor, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) XCELSIOR ADVISOR PARTNERS LLC - 7/24/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Partner/Financial Advisor, IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Reeg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

July 27, 2026 - Present

XCELSIOR ADVISOR PARTNERS LLC

Office #1: 14624 Scottsdale Road Suite 195, Scottsdale, AZ 85254

RIA

CRD#: 334779

SCOTTSDALE, AZ

Current

July 24, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

October 17, 2014 - August 17, 2026

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

SCOTTSDALE, AZ

Past

October 17, 2014 - August 17, 2026

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

SCOTTSDALE, AZ

Past

January 1, 2008 - October 20, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SCOTTSDALE, AZ

Past

January 1, 2008 - October 20, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SCOTTSDALE, AZ

Past

May 22, 2007 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SCOTTSDALE, AZ

Past

August 14, 1999 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

XCELSIOR ADVISOR PARTNERS LLC

CRD#: 334779 / SEC#: 801-132014

RIA

Registered Investment Advisory firm - (3/4/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/24/2026)

IAR

Arizona
(7/27/2026)

California
(7/24/2026)

Colorado
(7/30/2026)

Florida
(7/30/2026)

Hawaii
(7/30/2026)

Illinois
(7/24/2026)

Iowa
(7/24/2026)

Michigan
(7/24/2026)

Nevada
(7/30/2026)

New Mexico
(7/24/2026)

North Carolina
(7/30/2026)

IAR

Texas
(8/30/2026)

Utah
(7/24/2026)

Wisconsin
(7/24/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 8/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Status Unavailable

Passed: 8/18/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 8/12/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

XCELSIOR ADVISOR PARTNERS LLC

CRD#: 334779 / SEC#: 801-132014

RIA

Registered Investment Advisory firm - (3/4/2025 Approved)

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

201 Columbine St. Ste 150 #6195, Denver, CO 80206

Phone number

(480) 866-8616

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (6/15/2026)

Regulatory assets under management

Total Number of Accounts	1,065
AUM (Assets Under Management)	$ 650,658,720

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Todd M. Reeg

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Michael Reeg's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

XCELSIOR ADVISOR PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 8/19/1999

SIE

Passed: 10/1/2018

Series 31

Passed: 8/18/2009

Series 7

Passed: 8/12/1999

FINRA

Current Firm

XCELSIOR ADVISOR PARTNERS LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

XCELSIOR ADVISOR PARTNERS LLC

TRUST BUT VERIFY

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