Unclaimed Profile

Murray Craig Stoltz

MANCHESTER CAPITAL MANAGEMENT LLC·MANCHESTER, Vermont

SIE, Series 7, Series 24, Series 63Clean record15 years registeredMANCHESTER CAPITAL MANAGEMENT LLC

3657 MAIN STREET, MANCHESTER, VT 05254CRD# 1563821Firm CRD# 110003

Profile Verification

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

Identity

Murray Craig Stoltz · MANCHESTER, VT

Registration

CRD #1563821 · MANCHESTER CAPITAL MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MANCHESTER CAPITAL MANAGEMENT LLC

MANCHESTER CAPITAL MANAGEMENT LLC

May 2011 – Aug 2013

MANCHESTER, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · May 11, 2011

Years registered · 15

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 Murray Craig Stoltz offer?

Murray Craig Stoltz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Murray Craig Stoltz's credentials?

Murray Craig Stoltz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Murray Craig Stoltz located?

Murray Craig Stoltz is based in MANCHESTER, Vermont, last registered with MANCHESTER CAPITAL MANAGEMENT LLC.

How does Murray Craig Stoltz charge for services?

Murray Craig Stoltz'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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