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Morgan Wayne Roberts

Manchester Capital Management LLC

Manchester, VT

CRD 4605031

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Employer firm

Manchester Capital Management LLC CRD 110003

$2.83B regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Manchester Capital Management Llc

3657 Main Street, Manchester, VT 05254 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-24
VT RA APPROVED 2025-11-24
VA RA APPROVED 2012-11-26
  • CA RA
    APPROVED
    Since 2025-11-24
  • VT RA
    APPROVED
    Since 2025-11-24
  • VA RA
    APPROVED
    Since 2012-11-26

Branch Locations

3657 Main Street, Manchester, VT 05254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Manchester Capital Management Burlington VT 12/1998 Present
  • 12/1998 → Present
    Manchester Capital Management
    Burlington, VT
Previous Registrations

View on SEC IAPD

Nearby Firms

HUTNER CAPITAL MANAGEMENT INC.
WEALTH MANAGEMENT PARTNERS, LLC
HWC FINANCIAL

Nearby Investors

DANIEL E. HUTNER
DANIEL ELLSWORTH HUTNER
Cynthia Rozelle

Nearby Offices

HUTNER CAPITAL MANAGEMENT INC. · MANCHESTER, VT
HUTNER CAPITAL MANAGEMENT INC. · MANCHESTER, VT
WEALTH MANAGEMENT PARTNERS, LLC · MANCHESTER CENTER, VT

More in Manchester, VT

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