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Kyle Andrew Manez

Arboretum Investment Advisors, LLC

Portsmouth, NH

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Current Employers
Arboretum Investment Advisors, Llc

100 Arboretum Drive Suite 105, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-04-13
  • NH RA
    APPROVED
    Since 2023-04-13

Branch Locations

100 Arboretum Drive Suite 105, Portsmouth, NH 03801 • 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
Arboretum Investment Advisors, Llc Portsmouth NH 01/2015 Present
Other Businesses

IAABO REFEREE FOR BASKETBALL AND FLAG FOOTBALL - NON INVESTMENT-RELATED 4/2023 - PRESENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-13
S63 Uniform Securities Agent State Law Examination 2012-05-22
  • S65 Uniform Investment Adviser Law Examination
    2023-04-13
  • S63 Uniform Securities Agent State Law Examination
    2012-05-22

View on SEC IAPD

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Other Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH
KWM FINANCIAL LLC · PORSTMOUTH, NH
GOLDEN FINANCIAL SERVICES · PORTSMOUTH, NH
ESTATE PLANNERS OF NEW ENGLAND, LLC · PORTSMOUTH, NH
PISCATAQUA RESEARCH INC. · PORTSMOUTH, NH
PATRIOT ADVISORY GROUP · PORTSMOUTH, NH

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