Bartholomew J. Earley

MANCHESTER CAPITAL MANAGEMENT LLC

Manchester, VT 05254

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CRD#: 2510641

Professional summary

Bartholomew John Earley, CFA, CFP® is a registered financial advisor currently at MANCHESTER CAPITAL MANAGEMENT LLC located in Manchester, Vermont.

Bartholomew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Bartholomew has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bartholomew John Earley'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Experience

Current

July 30, 2007 - Present

MANCHESTER CAPITAL MANAGEMENT LLC

Office #1: 3657 Main Street, Manchester, VT 05254

RIA

CRD#: 110003

Manchester, VT

Past

April 11, 2002 - March 6, 2006

WFS, LLC

CRD#: 116778

BOSTON, MA

Past

January 15, 1998 - April 16, 2002

H.C.WAINWRIGHT & CO., LLC

CRD#: 375

NEW YORK, NY

Past

December 11, 1996 - January 21, 1998

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

COHOES, NY

Past

July 22, 1994 - October 31, 1994

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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
(11/23/2012)

IAR

Vermont
(7/30/2007)

IAR

Virginia
(11/23/2012)

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 66

Date: 5/19/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/8/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/21/1994

Investment Company Products/Variable Contracts Representative 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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Bartholomew J. Earley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bartholomew John Earley's CRS (Customer Relationship Summary).

Certified licenses

Experience

WFS, LLC

H.C.WAINWRIGHT & CO., LLC

MERCER ALLIED COMPANY, L.P.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MANCHESTER CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/19/2003

Series 63

Date: 7/22/1994

Series 7

Date: 11/8/1996

Series 6

Date: 7/21/1994

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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