Brendan Charles Herlihy
Investment adviser representative at Excalibur Management Corp
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$712.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Excalibur Management CorpJan 2019 to now
- The Herlihy CompanyJan 2001 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Excalibur Management Corp
$712.1MAssets managed
307Clients
7Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2620937
- Firm CRD
- 110836