Antony M. Orme
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Antony Mark Orme, who also goes by Tony Mark Orme, was a registered financial professional .
Antony is a previously registered financial professional and started their career in finance in 1996. Antony had worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 13, 2022 - October 8, 2024
MANCHESTER CAPITAL MANAGEMENT LLC
July 15, 2019 - February 22, 2022
BROUWER & JANACHOWSKI, LLC
August 25, 2015 - December 8, 2017
ALLIANCEBERNSTEIN L.P.
August 25, 2015 - December 8, 2017
SANFORD C. BERNSTEIN & CO., LLC
January 3, 2011 - July 31, 2015
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - July 31, 2015
WELLS FARGO CLEARING SERVICES, LLC
July 12, 2010 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
July 9, 2010 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
November 9, 2007 - June 1, 2010
BANKOH INVESTMENT SERVICES, INC.
June 3, 2004 - July 1, 2005
CITY NATIONAL SECURITIES, INC.
June 3, 2004 - February 1, 2006
CITY NATIONAL SECURITIES, INC.
October 14, 2002 - August 17, 2004
CANTERBURY CONSULTING INCORPORATED
August 26, 2002 - August 17, 2004
CANTERBURY CONSULTING INCORPORATED
March 15, 2001 - June 5, 2001
DEUTSCHE BANK SECURITIES INC.
April 19, 1999 - July 27, 1999
BEL AIR SECURITIES LLC
September 20, 1996 - February 8, 1999
FIDELITY DISTRIBUTORS COMPANY LLC
Primary Firm SEC Registration
MANCHESTER CAPITAL MANAGEMENT LLC
CRD#: 110003 / SEC#: 801-43586
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MANCHESTER CAPITAL MANAGEMENT LLC
CRD#: 110003 / SEC#: 801-43586
Contact information
SEC notice filing (14 States and Territories)
Documents
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 | ||
| 08/20/2024 | ||
| 07/27/2023 |
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.
