Unclaimed Profile

Amy Elizabeth Macleod

MANCHESTER CAPITAL MANAGEMENT LLC·MANCHESTER, Vermont

Series 65Clean record17 years registeredMANCHESTER CAPITAL MANAGEMENT LLC

3657 MAIN STREET, MANCHESTER, VT 05254CRD# 5658258Firm CRD# 110003

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Elizabeth Macleod · MANCHESTER, VT

Registration

CRD #5658258 · MANCHESTER CAPITAL MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

Oct 2021 – present

MANCHESTER CAPITAL MANAGEMENT LLC

Jul 2009 – Nov 2021

MONTECITO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 10, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MANCHESTER CAPITAL MANAGEMENT LLC

CRD 110003 · SEC 801-43586

AUM

$3.7B

Regulatory assets under management

Employees

1,684 client accounts

Services offered by MANCHESTER CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MANCHESTER CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Amy Elizabeth Macleod offer?

Amy Elizabeth Macleod specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MANCHESTER, Vermont for a consultation.

What are Amy Elizabeth Macleod's credentials?

Amy Elizabeth Macleod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Elizabeth Macleod located?

Amy Elizabeth Macleod is based in MANCHESTER, Vermont, working with MANCHESTER CAPITAL MANAGEMENT LLC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.

How does Amy Elizabeth Macleod charge for services?

Amy Elizabeth Macleod's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MANCHESTER CAPITAL MANAGEMENT LLC?

MANCHESTER CAPITAL MANAGEMENT LLC has approximately 37 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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