Be advised. This firm is no longer registered.

Excelsior Opportunity Advisors LLC

Excelsior Opportunity Advisors LLC (CRD# 163123) is a financial advisory firm headquartered in Lake Sucess, NY. They serve the financial needs of clients across 0 states (or territories).

Current Firm Details
3 Dakota Drive, Suite 310, Lake Sucess, NY 11042
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
Advisory Services Offered
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Excelsior Opportunity Advisors LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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