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Alexander James Puziol

Manchester Capital Management LLC

Montecito, CA

CRD 7908016

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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 2024-05-14
  • CA RA
    APPROVED
    Since 2024-05-14

Branch Locations

1157 Coast Village Road, Montecito, CA 93108 • 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 Llc Montecito CA 10/2023 Present
Pwc Los Angeles CA 09/2014 10/2023
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-14
  • S65 Uniform Investment Adviser Law Examination
    2024-05-14

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
WATCHFIRE VENTURES, LLC
SOHO FINANCIAL SERVICES LLC

Nearby Investors

BRIAN E YORTY
CORY JAMES BOGGS
Avery Harbour

Nearby Offices

J.P. MORGAN SECURITIES LLC · MONTECITO, CA
MANCHESTER CAPITAL MANAGEMENT LLC · Montecito, CA
MANCHESTER CAPITAL MANAGEMENT LLC · Montecito, CA

More in Montecito, CA

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