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Michael William Delduchetto

EXCALIBUR MANAGEMENT
WALTHAM, MA
·CRD# 2389721·33 years experience

Professional Summary

Michael William Delduchetto, who also goes by Michael W Delduchetto, Mike Delduchetto, is a registered financial advisor currently at EXCALIBUR MANAGEMENT CORP located in Waltham, Massachusetts. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael W Delduchetto, Mike Delduchetto

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

Current

EXCALIBUR MANAGEMENT CORPCurrent·CRD# 110836
RIA
Bay Colony Corporate Center 950 Winter Street North, Suite 4100, Waltham, MA 02451
May 29, 2003 - Present

Past

J.P. MORGAN SECURITIES INC.Past·CRD# 18718
BD
New York, NY
April 16, 2002 - February 26, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
New York, NY
September 11, 1993 - March 13, 2002

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Current Firm

EM
EXCALIBUR MANAGEMENT CORP

EXCALIBUR MANAGEMENT CORP

CRD#: 110836 / SEC#: 801-39935
RIA
Registered Investment Advisory firm - SEC (9/11/1991 Approved)

Contact Information

Main Address

Bay Colony Corporate Center 950 Winter Street North, Suite 4100, Waltham, MA 02451

Phone Number

(617) 916-9669

# of Employees

12

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

09 21 2026 EMC FORM ADV PART 2A AND 2B FINAL (9/21/2026)

Regulatory Assets Under Management

Total Number of Accounts

872

AUM (Assets Under Management)

$712,076,143

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/29/2026Cover PageReport
01/15/2026Cover PageReport
11/20/2024Cover PageReport
10/10/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

NAME OF OBA: SPECTRUM FOR LIVING ENDOWMENT; ADDRESS OF OBA: RIVER VALE, NJ 07675; NATURE: NON-PROFIT ORGANIZATION FOR PERSONS WITH DEVELOPMENTAL DISABILITIES; INVESTMENT RELATED: YES; TITLE WITH OBA: BOARD MEMBER; DUTIES: MEET/DISCUSS ENDOWMENT AS RELATES TO SUPPORT SPECTRUM FOR LIVING DEVELOPMENT, WHICH SUPPORT APPROXIMATELY 500 HANDICAPPED ADULTS IN NEW JERSEY; START DATE: 05/15/2019; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EM
EXCALIBUR MANAGEMENT CORP

EXCALIBUR MANAGEMENT CORP

CRD#: 110836 / SEC#: 801-39935
RIA
Registered Investment Advisory firm - SEC (9/11/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Massachusetts
(5/29/2003)
IAR
Texas
(12/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2003About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1993About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Oct 1993About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Aug 1993About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael William Delduchetto's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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