Best Investors Account Sign in
Inactive

Liam Patrick Mcmanus

Charlesbridge Advisors

Dedham, MA

CRD 7651161

Claim This Profile
Employer firm

Charlesbridge Advisors CRD 341159

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Charlesbridge Advisors

888 Washington Street, Dedham, MA 02026 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-22
  • MA RA
    APPROVED
    Since 2026-06-22

Branch Locations

888 Washington Street, Dedham, MA 02026 • 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
Student Rochester NY 05/2016 05/2022
Wilmington Trust Rochester NY 07/2022 05/2024
Berkshire Bank Boston MA 05/2024 05/2026
Charlesbridge Advisors Dedham MA 05/2026 Present
  • 05/2016 → 05/2022
    Student
    Rochester, NY
  • 07/2022 → 05/2024
    Wilmington Trust
    Rochester, NY
  • 05/2024 → 05/2026
    Berkshire Bank
    Boston, MA
  • 05/2026 → Present
    Charlesbridge Advisors
    Dedham, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

GREGORY M DOHERTY, CPA
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

GREGORY MARSH DOHERTY
MICHAEL THOMAS POLITO
SCOTT PAUL MACDONALD

Nearby Offices

GREGORY M DOHERTY, CPA · DEDHAM, MA
EAGLE STRATEGIES LLC · DEDHAM, MA
EAGLE STRATEGIES LLC · DEDHAM, MA

More in Dedham, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor