Unclaimed Profile

Morgan Wayne Roberts

MANCHESTER CAPITAL MANAGEMENT LLC·MANCHESTER, Vermont

Clean recordMANCHESTER CAPITAL MANAGEMENT LLC

3657 MAIN STREET, MANCHESTER, VT 05254CRD# 4605031Firm CRD# 110003

Profile Verification

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

Identity

Morgan Wayne Roberts · MANCHESTER, VT

Registration

CRD #4605031 · MANCHESTER CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Morgan Wayne Roberts is a registered financial advisor based in MANCHESTER, Vermont, affiliated with MANCHESTER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MANCHESTER CAPITAL MANAGEMENT LLC

AUM

$3.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MANCHESTER CAPITAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4605031

Firm CRD# 110003

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Morgan Wayne Roberts offer?

Morgan Wayne Roberts specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MANCHESTER, Vermont for a consultation.

What are Morgan Wayne Roberts's credentials?

Morgan Wayne Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Morgan Wayne Roberts located?

Morgan Wayne Roberts 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 Morgan Wayne Roberts charge for services?

Morgan Wayne Roberts'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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