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Financial ADVSR advisor directory · SEC adviser records

Excalibur Management Corp. financial advisors in Waltham, MA

Every SEC-registered investment adviser representative at a Excalibur Management Corp. office in Waltham, A to Z.

6 registered advisors work at Excalibur Management Corp. in Waltham, out of 7 at the firm nationwide; it ranks number 15 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Excalibur Management Corp. advisors in Waltham, A to Z

Every Excalibur Management Corp. advisor →

Excalibur Management Corp. advisors in every city and state →Excalibur Management Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Excalibur Management Corp. advisors in other cities

Wilmette, IL 1

Other firms in Waltham

All Waltham advisors →

Commonwealth Financial Network 130Eagle Strategies LLC 65Ballentine Partners 59Integrated Wealth Concepts LLC 51Wells Fargo Clearing Services, LLC 21Tiaa-Cref Individual & Institutional Services, LLC 17Montis Financial, LLC 13Oneamerica Securities, Inc. 13Beacon Pointe Advisors, LLC 10Transamerica Financial Advisors, LLC 10Atlantic Planning Group, LLC 8Pension & Wealth Management Advisors 8

Questions

How many financial advisors does Excalibur Management Corp. have in Waltham?

6 investment adviser representatives are registered at Excalibur Management Corp. offices in Waltham, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Excalibur Management Corp. one of the largest advisor employers in Waltham?

Excalibur Management Corp. ranks number 15 in Waltham by registered advisors; Commonwealth Financial Network has the most, with 130.

How do I check a Excalibur Management Corp. advisor in Waltham?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Excalibur Management Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.