Peter Lisicky is a CFP-designated registered investment advisor, based in Scottsdale, AZ, with 15 years of industry experience.
Location
Scottsdale, AZ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Leaders Group, INC.
October 2025 - Present · 7 mos
Xcelsior Advisor Partners LLC
October 2025 - Present · 7 mos
The Leaders Group, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
April 2013 - October 2025 · 12 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
February 2013 - October 2025 · 12 yrs 8 mos
Vanguard Marketing CorporationBroker
June 2010 - March 2013 · 2 yrs 9 mos
State Registrations3 states
AZCOOH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.