Brad W. Manchester

&PARTNERS

Johnson City, NY 13790

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CRD#: 4274278

Professional summary

Brad Welling Manchester is a registered financial advisor currently at &PARTNERS located in Johnson City, New York.

Brad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Brad has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

NEIGHBORS, INVESTMENT RELATED, BINGHAMTON, NY, O HOURS PER MONTH, NO DUTIES. B SQUARED, INV RELATED, BINGHAMTON, NY, 50.01%, START: 1/2015, 5 HOURS PER MONTH/0 DURING TRADING, DUTIES:PROPERTY MANAGER. LE BEAU FLEUVE INC, NOT INV RELATED, ALEXANDRIA BAY, NY, TREASURER, START: 5/1/17, 1 HOUR/MONTH, 0 DURING TRADING, HOMEOWNERS SUMMER COTTAGE MAINTENANCE. RENTAL PROPERTY; INV RELATED; HILTON HEAD, SC; 100% OWNERSHIP; START DATE 5/25/2024; 1 HOUR PER MONTH; 0 DURING TRADING; OWNER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Welling Manchester's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Brad Welling Manchester'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®

None

Experience

Current

October 25, 2024 - Present

&PARTNERS

Office #1: 520 Columbia Drive Suite 106, Johnson City, NY 13790

RIA

CRD#: 3767

Johnson City, NY

Current

October 25, 2024 - Present

&PARTNERS

Office #1: 520 Columbia Drive Suite 106, Johnson City, NY 13790

RIA

CRD#: 3767

Johnson City, NY

Past

September 28, 2001 - October 30, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ITHACA, NY

Past

October 6, 2000 - October 30, 2024

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ITHACA, 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".

&PARTNERS

CRD#: 3767 / SEC#: 801-37145, 8-3774

RIA

Registered Investment Advisory firm - SEC (10/25/1990 Approved)

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(10/25/2024)

Alaska
(10/25/2024)

Arizona
(10/25/2024)

California
(10/25/2024)

Colorado
(10/25/2024)

Connecticut
(11/21/2024)

Delaware
(10/25/2024)

District of Columbia
(10/25/2024)

Florida
(10/25/2024)

Georgia
(10/25/2024)

Hawaii
(10/25/2024)

Illinois
(10/25/2024)

Kentucky
(10/25/2024)

Maine
(11/6/2024)

Maryland
(10/25/2024)

Massachusetts
(10/25/2024)

Michigan
(10/25/2024)

New Jersey
(10/25/2024)

New Mexico
(10/25/2024)

New York
(10/25/2024)

IAR

New York
(10/25/2024)

North Carolina
(10/25/2024)

Ohio
(10/25/2024)

Pennsylvania
(10/25/2024)

Rhode Island
(10/25/2024)

South Carolina
(10/25/2024)

Tennessee
(10/25/2024)

Texas
(10/25/2024)

IAR

Texas
(10/25/2024)

Virginia
(10/25/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/29/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/9/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

&PARTNERS

CRD#: 3767 / SEC#: 801-37145, 8-3774

RIA

Registered Investment Advisory firm - SEC (10/25/1990 Approved)

Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

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Contact information

Main Address

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215

Mailing Address

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215

Phone number

(615) 255-6431

Established

Tennessee since 12/07/1995

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

475

SEC notice filing (51 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

ADV 2A (9/26/2025)

Direct owners and executive officers

Name	Position	CRD#
AMPERSAND PARTNERS, LLC	OWNER
ALEXANDER, JOHN W	CO-PRESIDENT	2327561
COOPER, CHYRLAN ELIZABETH	COO	4160240
IDOL, KALEY PORTER	CHIEF COMPLIANCE OFFICER	6950052
KOWACH, DAVID JOHN	CEO	2154665
NELSON, RICHARD SCOTT	CFO	5014790
SCHALLER, MICHAEL CHRISTOPHER	CONTROLLER/FINOP	5899085
STEVENS, ALYSON MENCIO	CHIEF COMPLIANCE OFFICER - ADVISORY BUSINESS	5451096
WILEY III, DAVID WARREN III	CO-PRESIDENT	720094

Regulatory assets under management

Total Number of Accounts	32,200
AUM (Assets Under Management)	$ 14,146,591,395

Disclosures

Regulatory Event	6
Arbitration	4

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2025	Cover Page	Report
12/29/2023	Cover Page	Report
01/03/2023	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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Brad W. Manchester

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Welling Manchester's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Brad Welling Manchester's CRS (Customer Relationship Summary).

Certified licenses

Experience

&PARTNERS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

&PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/29/2000

Series 63

Date: 10/9/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2000

FINRA

Current Firm

&PARTNERS

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

&PARTNERS

TRUST BUT VERIFY

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