Manchester Capital Management LLC

Manchester Capital Management LLC (CRD# 110003) is a financial advisory firm headquartered in Manchester, VT. They manage $3,158,095,898 in 1,344 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,158
    MILLION
  • Total Number of Accounts
    1,344
    ACCOUNTS
  • Average Account Value
    $2,349,774
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, MA, ME, NH, NY, RI, TX, VA, VT

Financial Advisors at Manchester Capital Management LLC
Showing 1 - 10 of 15 top financial advisors.
1
Andrew R. Beresford
CRD#: 5303702
3657 Main Street, Manchester, VT 05254
96
Wealthminder
score

Andrew Beresford (CRD# 5303702) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 10 years of experience in the finance industry.

2
Gregory J. Dienna
CRD#: 2540470
3657 Main Street, Manchester, VT 05254
96
Wealthminder
score

Gregory Dienna (CRD# 2540470) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 23 years of experience in the finance industry.

3
Bartholomew J. Earley
CRD#: 2510641
3657 Main Street, Manchester, VT 05254
96
Wealthminder
score

Bartholomew Earley (CRD# 2510641) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 23 years of experience in the finance industry. Bartholomew Earley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Griffin Sivret
CRD#: 5712337
3657 Main Street, Manchester, VT 05254
96
Wealthminder
score

Griffin Sivret (CRD# 5712337) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 8 years of experience in the finance industry. Griffin Sivret has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael Warszawski
CRD#: 4594103
410 Park Avenue, Suite 1610, New York, NY 10022
96
Wealthminder
score

Michael Warszawski (CRD# 4594103) is an Investment Advisor Representative working at Manchester Capital Management LLC in New York, NY and has over 14 years of experience in the finance industry.

6
Edward W. Cronin
CRD#: 2369061
3657 Main Street, Manchester, VT 05254
93
Wealthminder
score

Edward Cronin (CRD# 2369061) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 24 years of experience in the finance industry.

7
Amy E. Macleod
CRD#: 5658258
1157 Coast Village Road, Suite A, Montecito, CA 93108
93
Wealthminder
score

Amy Macleod (CRD# 5658258) is an Investment Advisor Representative working at Manchester Capital Management LLC in Montecito, CA and has over 8 years of experience in the finance industry.

8
Lauren M. Vanveelen
CRD#: 5483377
1157 Coast Village Road, Montecito, CA 93108
93
Wealthminder
score

Lauren Vanveelen (CRD# 5483377) is an Investment Advisor Representative working at Manchester Capital Management LLC in Montecito, CA and has over 7 years of experience in the finance industry.

9
Harry P. Gelles
CRD#: 219564
1157 Coast Village Road, Montecito, CA 93108
90
Wealthminder
score

Harry Gelles (CRD# 219564) is an Investment Advisor Representative working at Manchester Capital Management LLC in Montecito, CA and has over 24 years of experience in the finance industry.

10
Brian J. Vogel
CRD#: 5730219
3657 Main Street, Manchester, VT 05254
90
Wealthminder
score

Brian Vogel (CRD# 5730219) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.