Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
17yrs
Based in Scottsdale, Arizona, David Mathias is a fiduciary financial advisor with 17 years of industry experience. David joined Xcelsior Advisor Partners in 2026, after 12 years at Robert W. Baird & Co. and less than a year at Merrill. Xcelsior Advisor Partners offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 58% of advisors in Arizona
Office14624 N. Scottsdale Rd Suite 195, Scottsdale, AZ 85254
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.54 million
Advisors at the firm21
States licensed ?1 state
Services through Xcelsior Advisor Partners
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowXcelsior Advisor Partners LLCCurrent firm
- 2014 – 2026Robert W. Baird & Co. IncorporatedPreviously
- Dec 2013 – Apr 2014MerrillPreviously
- Oct 2012 – Sep 2013First Heartland Consultants, Inc.Previously
- Sep 2009 – Oct 2010LPL Financial LLCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Xcelsior Advisor Partners at (480) 866-8616 and ask for David Mathias. David works from the Scottsdale, AZ office.
How long has David been a financial advisor?
David has been in the industry since 2009, about 17 years. More experience than 58% of advisors in Arizona.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Xcelsior Advisor Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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