Brendan
Herlihy
Excalibur Management Corp
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About this Advisor
Brendan Herlihy is a certified financial planner operating in Newton Lower Falls, Massachusetts who has 4 years of relevant experience. Herlihy works at Excalibur Management Corp. During their career, Herlihy has held roles at The Herlihy Company and Excalibur Management Corporation. Herlihy has a Series 63 license, designating them as a securities representative, and is registered to operate in Massachusetts and Texas. Excalibur Management Corp is a registered investment firm operating out of Newton Lower Falls, MA. The firm has offices in five locations and a total of 11 financial advisors. It has $541 million in assets between its 829 client accounts, making it one of the larger firms in the nation by assets under management. Of its 829 client accounts, 50% are associated with high-net-worth individuals who have more than $1 million in investable assets. Excalibur Management Corp has a set of services, such as financial planning services, portfolio management for individuals and small businesses and publication of newsletters. Financial management fee schedules largely are based on the type of financial services. Fees charged by Excalibur Management Corp may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Excalibur Management Corp Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$540,958,908
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
11
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829
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$652,544
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Brendan Herlihy Work History
Brendan has been registered as a financial advisor for 4 years.*
Excalibur Management Corporation
The Herlihy Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brendan Herlihy 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
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
Newton Lower Falls, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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