Cayden Anthony Brotz
Investment Adviser Representative at Xcelsior Advisor Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cayden Anthony Brotz is an investment adviser representative with Xcelsior Advisor Partners LLC in Scottsdale, AZ, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Robert W. Baird & Co. Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
1 state or territory
Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Simplicity InvestmentsMay 2026 – no end date reportedSummit, NJ
- Baird Private Wealth ManagementSep 2022 – Apr 2026Scottsdale, AZ
- Baird Private Wealth ManagementApr 2022 – Aug 2022Tucson, AZ
- University of ArizonaAug 2021 – Apr 2022Tucson, AZ
- FineMark National Bank and TrustApr 2021 – Aug 2021Scottsdale, AZ
- University of ArizonaAug 2020 – Apr 2021Tucson, AZ
- Plastics Engineering CompanyApr 2020 – Aug 2020Sheboygan, WI
- University of ArizonaAug 2019 – Apr 2020Tucson, AZ
- Plastics Engineering CompanyApr 2019 – Aug 2019Sheboygan, WI
- University of ArizonaAug 2018 – Apr 2019Tucson, AZ
- Northern Exposure LandscapingApr 2018 – Aug 2018Mequon, WI
- Chaparral High SchoolAug 2016 – Apr 2018Scottsdale, AZ
- Duffy Mathias Private WealthApr 2026 – no end date reportedScottsdale, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Xcelsior Advisor Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Operational and compliance support, dedicated transition teams, technology integration, vendor management, platform flexibility with no mandated investment models, industry-leading payouts and platform equity participation, structured succession planning, scalable growth infrastructure, and a collaborative community of growth-focused professionals.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-132014
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 27, 2026
View full firm profileOther advisors at Xcelsior Advisor Partners LLC
Showing 12 of 21 in the directory
Similar advisors in Scottsdale, AZ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cayden Anthony Brotz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched