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Wealth Manager, Member · Manchester Capital Management LLC

Morgan W. Roberts

CRD 4605031 · Named on Form ADV at one SEC-registered adviser

At a glance

Manchester Capital Management LLC, an SEC-registered wealth manager based in Manchester, VT with $2.8 billion in regulatory assets, lists Morgan W. Roberts on its Form ADV as Wealth Manager, Member, a control person.

Firms and roles

AtlasMembers

Morgan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Morgan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Morgan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.