Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
16yrs
Peter Lisicky
Financial advisor at Xcelsior Advisor Partners
Based in Scottsdale, Arizona, Peter Lisicky is a fiduciary financial advisor with 16 years of industry experience. Peter joined Xcelsior Advisor Partners in 2025, after 13 years at Robert W. Baird & Co.. Peter holds the CFP® designation.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 57% of advisors in Arizona
Office14624 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowXcelsior Advisor Partners LLCCurrent firm
- 2013 – 2025Robert W. Baird & Co. IncorporatedPreviously
Questions to ask Peter
Tailored to Peter’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Xcelsior Advisor Partners at (480) 866-8616 and ask for Peter Lisicky. Peter works from the Scottsdale, AZ office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2010, about 16 years. More experience than 57% of advisors in Arizona.
What licenses does Peter hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Xcelsior Advisor Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter 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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