Excalibur Management Corp
Excalibur Management Corp (CRD# 110836) is a financial advisory firm headquartered in Newton, MA. They manage $571,985,553 in 819 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management572MILLION
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Total Number of Accounts819ACCOUNTS
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Average Account Value$698,395
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

CA, CT, FL, LA, MA, ME, NC, NH, NJ, NY, OH, TX, VA, VT
Michael Delduchetto (CRD# 2389721) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 28 years of experience in the finance industry.
Thomas Drumm (CRD# 4434228) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has 1 year of experience in the finance industry.
Brendan Herlihy (CRD# 2620937) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 27 years of experience in the finance industry. Brendan Herlihy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Leggett (CRD# 5337887) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 21 years of experience in the finance industry.
Kimberly Leggett (CRD# 5340071) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 21 years of experience in the finance industry.
Marc Ohler (CRD# 4318901) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 21 years of experience in the finance industry.
Wayne Wetzel (CRD# 1356174) is an Investment Advisor Representative working at Excalibur Management Corp in Newton, MA and has over 37 years of experience in the finance industry.
Matthew Delduchetto (CRD# 4845864) is an Investment Advisor Representative working at Excalibur Management Corp in Wilmette, IL and has over 17 years of experience in the finance industry.