Matthew
Delduchetto
Excalibur Management Corp
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About this Advisor
Matthew Delduchetto is a financial advisor based in Wilmette, Illinois, working with Excalibur Management Corp. Matthew has previously held positions at Bnp Paribas Securities Corp, Excalibur Management Corp, and Deutsche Bank Securities Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Matthew is part of Excalibur Management Corp, which operates out of Wilmette, Illinois. The firm has 4 offices and 11 employees. The firm manages assets totaling $606.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Excalibur Management Corp includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Excalibur Management Corp Brokerage Details
$606,399,680
11
827
$733,252
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Delduchetto Work History
Excalibur Management Corp
Bnp Paribas Securities Corp
Deutsche Bank Securities Inc
Disclosures
Please visit the SEC profile of Matthew Delduchetto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Excalibur Management Corp
Wilmette, IL
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
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