Unclaimed Profile

Wayne Donald Wetzel

EXCALIBUR MANAGEMENT CORP·NEWTON, Massachusetts

Series 6, Series 7, Series 22, Series 24, Series 26, Series 27, Series 28, Series 63, Series 65Clean record32 years registeredEXCALIBUR MANAGEMENT CORP

THREE NEWTON EXECUTIVE PARK, NEWTON, MA 02462-1433CRD# 1356174Firm CRD# 110836

Profile Verification

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

Identity

Wayne Donald Wetzel · NEWTON, MA

Registration

CRD #1356174 · EXCALIBUR MANAGEMENT CORP · 32 years registered

Brand Profile

Not yet started

Career History

EXCALIBUR MANAGEMENT CORP

Apr 1994 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 26

Series 27

Series 28

Series 63

Series 65

Registration record

First registered · April 14, 1994

Years registered · 32

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 Wayne Donald Wetzel offer?

Wayne Donald Wetzel specializes in Financial Planning, Investment Management. Contact their office in NEWTON, Massachusetts for a consultation.

What are Wayne Donald Wetzel's credentials?

Wayne Donald Wetzel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wayne Donald Wetzel located?

Wayne Donald Wetzel is based in NEWTON, Massachusetts, working with EXCALIBUR MANAGEMENT CORP. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Wayne Donald Wetzel charge for services?

Wayne Donald Wetzel'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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