Best Investors Account Sign in
Inactive

Cynthia Rozelle

Manchester Capital Management LLC

Manchester, VT

CRD 7961110

Claim This Profile
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
VT RA APPROVED 2026-01-12
  • VT RA
    APPROVED
    Since 2026-01-12

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 Llc Manchester VT 03/2014 Present
Other Businesses

1). Transport Jakyla LLC 2). NO 3). 279 County Rte 49, Salem NY 12865 4). Trucking 5). Owner 6). Owner 7). 9/2019 8). 8 9). 05 10.). oversee financial decisions

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-26
  • S65 Uniform Investment Adviser Law Examination
    2024-06-26

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Manchester, VT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor