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Morgan Wayne Roberts

MANCHESTER CAPITAL MANAGEMENT LLC·MANCHESTER, Vermont
Unclaimed Profile
3657 MAIN STREET, MANCHESTER, VT 05254CRD# 4605031Firm CRD# 110003
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MANCHESTER CAPITAL MANAGEMENT LLC
MANCHESTER CAPITAL MANAGEMENT LLC
AUM
$3.7B
Regulatory assets under management
Employees
37
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4605031
Firm CRD# 110003
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Iii Bayard Kraft — MANCHESTER CAPITAL MANAGEMENT LLCScott Nelson Swenor — MANCHESTER CAPITAL MANAGEMENT LLCPeter Demott Swift — MANCHESTER CAPITAL MANAGEMENT LLCJohn Frederic Swift — MANCHESTER CAPITAL MANAGEMENT LLCEdward Wright Cronin — MANCHESTER CAPITAL MANAGEMENT LLC
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)SOUTH BURLINGTON (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
BURLINGTON GuideMONTPELIER GuideSOUTH BURLINGTON GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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