Michael Delduchetto, financial advisor Waltham MA

Michael Delduchetto

CRD Number: 2389721
Current Firm: Excalibur Management Corp

Michael Delduchetto (CRD# 2389721) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Excalibur Management Corp Boston, MA Mar 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Michael W. Delduchetto
Phone Number: (617) 916-9669
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    541
    MILLIONS
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $652,544
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CT, FL, LA, MA, ME, NC, NH, NJ, NY, OH, RI, TX, VA, VT

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