Morgan Roberts, financial advisor Manchester VT
87 score

Morgan Roberts

CRD Number: 4605031
Current Firm: Manchester Capital Management LLC

Morgan Roberts (CRD# 4605031) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has 1 year of experience in the finance industry.

Similar Advisors
Philip Arbolino, financial advisor Manchester VT
Philip P. Arbolino
CRD# 1392630
Commonwealth Financial Network
Similar Advisors
Andrew Beresford, financial advisor Manchester VT
Andrew R. Beresford
CRD# 5303702
Manchester Capital Management LLC
Similar Advisors
Gregory Dienna, financial advisor Manchester VT
Gregory J. Dienna
CRD# 2540470
Manchester Capital Management LLC
Company Name Location Dates Years
Manchester Capital Management Burlington, VT Dec 1998 - Current 19

Morgan Roberts has no recent exams reported.
Contact Info for Morgan W. Roberts
Phone Number: 802-362-4410
Firm Website:
Registered State(s):
  • CA
  • VT
  • VA
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


Ready to hire a financial advisor? Get competitive proposals from Morgan Roberts and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.