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MR

Morgan W. Roberts

MANCHESTER CAPITAL MANAGEMENT LLC
Manchester, VT 05254
Some features on this profile are disabled
CRD#: 4605031
MR

Professional summary

Morgan Wayne Roberts is a registered financial advisor currently at MANCHESTER CAPITAL MANAGEMENT LLC located in Manchester, Vermont.

Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Morgan has worked at 1 firm .

top-8-questions

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 Morgan Wayne Roberts'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

January 5, 2000 - Present

MANCHESTER CAPITAL MANAGEMENT LLC

Office #1: 3657 Main Street, Manchester, VT 05254
RIA
CRD#: 110003
Manchester, VT
Past

January 5, 2000 - December 31, 2002

MANCHESTER CAPITAL MANAGEMENT LLC

RIA
CRD#: 110003
BURLINGTON, VT

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".
MC
MANCHESTER CAPITAL MANAGEMENT LLC
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
(7/7/2025)
IAR
Vermont
(1/31/2025)
IAR
Virginia
(11/26/2012)

Exams

Current Firm

MC
MANCHESTER CAPITAL MANAGEMENT LLC
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
36

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,664
AUM (Assets Under Management)$ 3,535,130,537

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

MANCHESTER CAPITAL MANAGEMENT LLC

CRD#: 110003Manchester, VT 05254

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