Philip T. Kirshman

MANCHESTER CAPITAL MANAGEMENT LLC

Montecito, CA 93108

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CRD#: 2306545

Professional summary

Philip Todd Kirshman, CFP® is a registered financial advisor currently at MANCHESTER CAPITAL MANAGEMENT LLC located in Montecito, California.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Philip has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

2016-present. Board of Directors; Calvert Impact Capital; 7550 Wisconsin Avenue, 8th Floor, Bethesda, Maryland 20814. Mr. Kirshman is a Director serving in a volunteer capacity. Serves on the Governance Committee and also serves as Chairperson of their Pension Committee. No involvement guiding or making investment decisions. Time obligation: quarterly board meetings (approximately 4 days/year).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Todd Kirshman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

November 10, 2021 - Present

MANCHESTER CAPITAL MANAGEMENT LLC

Office #1: 1157 Coast Village Road Suite A, Montecito, CA 93108

RIA

CRD#: 110003

Montecito, CA

Past

February 10, 2021 - September 23, 2021

SYNTRINSIC INVESTMENT COUNSEL, LLC.

RIA

CRD#: 147978

DENVER, CO

Past

July 25, 2015 - October 7, 2016

STRATEGIC MARKETING SOLUTIONS LTD., LLC

CRD#: 145577

New York, NY

Past

December 12, 2014 - March 5, 2020

CORNERSTONE CAPITAL INC.

RIA

CRD#: 169232

NEW YORK, NY

Past

July 21, 2008 - February 18, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BOULDER, CO

Past

July 21, 2008 - February 18, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BOULDER, CO

Past

April 4, 2008 - July 15, 2008

FINANCIAL WEST GROUP

RIA

CRD#: 16668

DENVER, CO

Past

March 3, 2004 - July 15, 2008

FINANCIAL WEST GROUP

CRD#: 16668

RENO, NV

Past

March 4, 1999 - February 6, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DENVER, CO

Past

February 9, 1996 - February 6, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 31, 1993 - February 26, 1996

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

February 3, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MANCHESTER CAPITAL MANAGEMENT LLC

CRD#: 110003 / SEC#: 801-43586

RIA

Registered Investment Advisory firm - (4/7/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/10/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/7/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/5/1993

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/1/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/15/2006

General Securities Principal Examination

Current Firm

MANCHESTER CAPITAL MANAGEMENT LLC

CRD#: 110003 / SEC#: 801-43586

RIA

Registered Investment Advisory firm - (4/7/1993 Approved)

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Contact information

Main Address

3657 Main Street, Manchester, VT 05254

Mailing Address

Po Box 416, Manchester, VT 05254

Phone number

(802) 362-4410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	1,664
AUM (Assets Under Management)	$ 3,535,130,537

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/26/2025	Cover Page	Report
08/20/2024	Cover Page	Report
07/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Philip T. Kirshman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Todd Kirshman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNTRINSIC INVESTMENT COUNSEL, LLC.

STRATEGIC MARKETING SOLUTIONS LTD., LLC

CORNERSTONE CAPITAL INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

MANCHESTER CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/1993

Series 63

Date: 2/4/1993

SIE

Date: 10/7/2016

Series 3

Date: 3/5/1993

Series 7

Date: 2/1/1993

Series 24

Date: 11/15/2006

Current Firm

MANCHESTER CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MANCHESTER CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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