Unclaimed Profile

Thomas Stewart Drumm

EXCALIBUR MANAGEMENT CORP·NEWTON, Massachusetts

Clean record25 years registeredEXCALIBUR MANAGEMENT CORP

THREE NEWTON EXECUTIVE PARK, NEWTON, MA 02462-1433CRD# 4434228Firm CRD# 110836

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Stewart Drumm · NEWTON, MA

Registration

CRD #4434228 · EXCALIBUR MANAGEMENT CORP · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EXCALIBUR MANAGEMENT CORP

EXCALIBUR MANAGEMENT CORP

Dec 2000 – May 2024

WALTHAM, MA

Registrations & Exams

Registration record

First registered · December 28, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EXCALIBUR MANAGEMENT CORP

CRD 110836 · SEC 801-39935

AUM

$606M

Regulatory assets under management

Employees

827 client accounts

Services offered by EXCALIBUR MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EXCALIBUR MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does Thomas Stewart Drumm offer?

Thomas Stewart Drumm specializes in Financial Planning, Investment Management.

What are Thomas Stewart Drumm's credentials?

Thomas Stewart Drumm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Stewart Drumm located?

Thomas Stewart Drumm is based in NEWTON, Massachusetts, last registered with EXCALIBUR MANAGEMENT CORP.

How does Thomas Stewart Drumm charge for services?

Thomas Stewart Drumm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EXCALIBUR MANAGEMENT CORP?

EXCALIBUR MANAGEMENT CORP has approximately 11 employees and manages $606M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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