AdFi
CJ

Cory James Boggs

Investment Adviser Representative at MANCHESTER CAPITAL MANAGEMENT LLC

Montecito, CACRD #5312821Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Cory James Boggs has worked in the securities industry since 2015. They are registered to provide investment advisory services in California and Minnesota.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaMinnesota
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/13/2012
SIE
Securities Industry Essentials Examination
Passed 3/3/2017
Series 7
General Securities Representative Examination
Passed 9/26/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $10 million1.00%
Next $15 million0.80%
Next $25 million0.60%
Above $50 million0.40%
Source

Manchester Capital Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MANCHESTER CAPITAL MANAGEMENT LLCCurrent
11/20/2017Montecito, CA
MANCHESTER CAPITAL MANAGEMENT LLC
11/20/20171/6/2024Montecito, CA
CITY NATIONAL SECURITIES, INC.
1/22/20163/3/2017Los Angeles, CA
CITY NATIONAL ROCHDALE
3/4/20151/14/2016Los Angeles, CA
AMERIPRISE FINANCIAL SERVICES, INC.
10/15/20124/9/2013Las Vegas, NV

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MANCHESTER CAPITAL MANAGEMENT LLC

Showing 12 of 14 in the directory

View MANCHESTER CAPITAL MANAGEMENT LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cory James Boggs has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.