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Marc Hamilton Ohler

EXCALIBUR MANAGEMENT CORP·WALTHAM, Massachusetts
Series 7, Series 63Clean record21 years registeredEXCALIBUR MANAGEMENT CORP
BAY COLONY CORPORATE CENTER, WALTHAM, MA 02451CRD# 4318901Firm CRD# 110836

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Hamilton Ohler · WALTHAM, MA
Registration
CRD #4318901 · EXCALIBUR MANAGEMENT CORP · 21 years registered
Brand Profile
Not yet started
01

Career History

EXCALIBUR MANAGEMENT CORP
Nov 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · November 29, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EXCALIBUR MANAGEMENT CORP
CRD 110836 · SEC 801-39935
AUM
$606M
Regulatory assets under management
Employees
11
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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05

Frequently Asked Questions

What services does Marc Hamilton Ohler offer?
Marc Hamilton Ohler specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Marc Hamilton Ohler's credentials?
Marc Hamilton Ohler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Hamilton Ohler located?
Marc Hamilton Ohler is based in WALTHAM, Massachusetts, working with EXCALIBUR MANAGEMENT CORP. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Marc Hamilton Ohler charge for services?
Marc Hamilton Ohler'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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Other Advisors at EXCALIBUR MANAGEMENT CORP

Thomas Stewart Drumm
NEWTON, MA
Michael William Delduchetto
WALTHAM, MA
Wayne Donald Wetzel
NEWTON, MA

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Research
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