Kimberly L. Leggett

EXCALIBUR MANAGEMENT CORP

Waltham, MA 02451

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CRD#: 5340071

Professional summary

Kimberly Louree Leggett, who also goes by Kimberly Louree Davidson, Kimberly Louree Larsen, is a registered financial advisor currently at EXCALIBUR MANAGEMENT CORP located in Waltham, Massachusetts.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kimberly has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kimberly Louree Davidson | Kimberly Louree Larsen

Other business activities

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: LEGGETT & LEGGETT, PC ADDRESS OF OBA: P.O. Box 812335, WELLESLEY, MA 02482, NATURE: CERTIFIED PUBLIC ACCOUNTANTS INVESTMENT RELATED: NO RELATIONSHIP WITH OBA: PRESIDENT DUTIES (BRIEF DESCRIPTION): FINANCIAL AND MANAGERIAL SERVICES START DATE (MM/DD/YYYY): 01/1985 APPROX. NUMBER OF HOURS/MONTH: 34

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Louree Leggett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 5, 2019 - Present

EXCALIBUR MANAGEMENT CORP

Office #1: Bay Colony Corporate Center 950 Winter Street North, Suite 4100, Waltham, MA 02451

RIA

CRD#: 110836

Waltham, MA

Past

December 7, 2011 - April 14, 2020

SIERRA FINANCIAL MANAGEMENT CORPORATION

RIA

CRD#: 138696

WELLESLEY, MA

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".

EXCALIBUR MANAGEMENT CORP

CRD#: 110836 / SEC#: 801-39935

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(11/5/2019)

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

State Security Law Exam

IAR

Series 65

Date: 2/20/2001

Uniform Investment Adviser Law Examination

Current Firm

EXCALIBUR MANAGEMENT CORP

CRD#: 110836 / SEC#: 801-39935

RIA

Registered Investment Advisory firm - (9/11/1991 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(617) 916-9669

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

10 23 2025 EMC FORM ADV PART 2A AND 2B FINAL (10/30/2025)

Regulatory assets under management

Total Number of Accounts	906
AUM (Assets Under Management)	$ 657,022,630

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/20/2024	Cover Page	Report
10/10/2023	Cover Page	Report

Red Flags

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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Kimberly L. Leggett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Louree Leggett's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXCALIBUR MANAGEMENT CORP

SIERRA FINANCIAL MANAGEMENT CORPORATION

Primary Firm SEC Registration

EXCALIBUR MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/2001

Current Firm

EXCALIBUR MANAGEMENT CORP

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EXCALIBUR MANAGEMENT CORP

TRUST BUT VERIFY

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