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Michael William Delduchetto

EXCALIBUR MANAGEMENT CORP·WALTHAM, Massachusetts
Series 3, Series 7, Series 63, Series 65Clean record23 years registeredEXCALIBUR MANAGEMENT CORP
BAY COLONY CORPORATE CENTER, WALTHAM, MA 02451CRD# 2389721Firm CRD# 110836

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael William Delduchetto · WALTHAM, MA
Registration
CRD #2389721 · EXCALIBUR MANAGEMENT CORP · 23 years registered
Brand Profile
Not yet started
01

Career History

EXCALIBUR MANAGEMENT CORP
May 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 63
Series 65
Registration record
First registered · May 29, 2003
Years registered · 23
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 →
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05

Frequently Asked Questions

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

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