Excalibur Management Corp

Excalibur Management Corp (CRD# 110836) is a financial advisory firm headquartered in Waltham, MA. They manage $540,958,908 in 829 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    541
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Excalibur Management Corp
Showing 1 - 8 of 8 top financial advisors.
1
Michael W. Delduchetto
CRD#: 2389721
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA 02451

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.

2
Thomas S. Drumm
CRD#: 4434228
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA 02451

Thomas Drumm (CRD# 4434228) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has 1 year of experience in the finance industry.

3
Brendan C. Herlihy
CRD#: 2620937
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA 02451

Brendan Herlihy (CRD# 2620937) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 28 years of experience in the finance industry.

4
David N. Leggett
CRD#: 5337887
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA 02451

David Leggett (CRD# 5337887) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 23 years of experience in the finance industry.

5
Kimberly L. Leggett
CRD#: 5340071
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA 02451

Kimberly Leggett (CRD# 5340071) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 23 years of experience in the finance industry.

6
Marc H. Ohler
CRD#: 4318901
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA 02451

Marc Ohler (CRD# 4318901) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 22 years of experience in the finance industry.

7
Wayne D. Wetzel
CRD#: 1356174
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA 02451

Wayne Wetzel (CRD# 1356174) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 38 years of experience in the finance industry.

8
Matthew M. Delduchetto
CRD#: 4845864
Wilmette, IL

Matthew Delduchetto (CRD# 4845864) is an Investment Advisor Representative working at Excalibur Management Corp in Wilmette, IL and has over 19 years of experience in the finance industry.

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