Marc Ohler has been Managing Director and Principal of Excalibur Management since August 2015, is a control person of the firm and directly owns between 50% and 75% of it.
Excalibur Management Corp is a Waltham, MA firm with $712M under management, 307 clients and 7 advisers across 5 offices, as of its September 2026 filing.
- Excalibur Management CorpCurrent– present · 21 yearsWaltham, MA · Adviser representative · Firm CRD 110836
Investment adviser representative registrations
Marc Ohler is registered as an investment adviser representative in 2 states. The first approvals date from November 2004; the most recent is Texas, in December 2025.
- MassachusettsSince 29 November 2004
- TexasSince 10 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 16 May 2001 |
| Series 7 | General Securities Representative Examination | 16 January 2001 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marc Hamilton Ohler
- CRD
- 4318901
- Firm
- Excalibur Management · CRD 110836
- Role
- Managing Director and Principal
- Office
- BAY COLONY CORPORATE CENTER, 950 WINTER STREET NORTH, SUITE 4100, Waltham, MA 02451
- Registration
- Investment adviser registration
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Marc Ohler work?
Marc Ohler has been Managing Director and Principal of Excalibur Management Corp since August 2015, and is a control person of the firm.
Is Marc Ohler a financial advisor?
Yes. Marc Ohler has a current investment-adviser registration in Massachusetts and Texas, through Excalibur Management since November 2004.
How many years of experience does Marc Ohler have?
Marc Ohler has 21 years in the financial industry, since November 2004, across 1 adviser firm.
What exams has Marc Ohler passed?
Marc Ohler has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in January 2001.
Where is Marc Ohler based?
Marc Ohler’s registered office is in Waltham, MA.
Is Marc Ohler registered with FINRA?
No. Marc Ohler has no current broker registration.
How can I verify Marc Ohler’s record?
Search CRD 4318901 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marc Ohler’s full registration record.