Joseph D Hardee
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.
Joseph D. Hardee is an investment adviser representative with Xcelsior Advisor Partners LLC in Miami Beach, FL, where they have been registered since 2025. They have worked in the securities industry since 1987 and have been registered with 3 firms, including Morgan Stanley and Salomon Smith Barney Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado, Florida, New York, and Texas.
Registrations & licenses
- Investment adviser:
- Colorado, Florida, New York, Texas
- Broker:
8 states and territories
Colorado, Connecticut, Florida, New York, Oklahoma, Texas, Utah, Virginia
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.
- Morgan StanleyJun 2009 – Mar 2025New York, NY
- Morgan Stanley Private BANK, National AssociationJan 2015 – Mar 2025New York, NY
- Xcelsior Advisor Partners LLCMar 2025 – no end date reportedMiami Beach, FL
- The Leaders Group Inc DBA Simplicity InvestmentsMar 2025 – no end date reportedSummit, NJ
- Morgan Stanley Private Bank, N.AJan 2015 – Nov 2018New York, NY
Official records & sources
Data as of May 30, 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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph D Hardee 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.
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