Brian Smith, financial advisor Manchester VT
90 score

Brian Smith

CRD Number: 6298863
Current Firm: Manchester Capital Management LLC

Brian Smith (CRD# 6298863) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 4 years of experience in the finance industry.

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Manchester Capital Management LLC
Company Name Location Dates Years
Manchester Capital Management Montecito, CA May 2013 - Current 5
Unemployed Franklin, TN Dec 2012 - May 2013 < 1
University Of Tennessee Knoxville, TN Aug 2008 - Dec 2012 4
Volunteer Resource Group Knoxville, TN Mar 2009 - Nov 2012 3
Gibraltar Mortgage Franklin, TN Jun 2009 - Sep 2009 < 1
Gibraltar Mortgage Franklin, TN Jun 2008 - Sep 2008 < 1
Brentwood Academy Brentwood, TN Feb 2004 - Jun 2008 4
Gibraltar Mortgage Franklin, TN Jun 2007 - Sep 2007 < 1
Gibraltar Mortgage Franklin, TN Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Brian D. Smith
Phone Number: 802-362-4410
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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