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Morgan Wayne Roberts

Investment Adviser Representative at MANCHESTER CAPITAL MANAGEMENT LLC

Manchester, VTCRD #4605031Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
3 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
CaliforniaVermontVirginia

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
1/5/2000Manchester, VT
MANCHESTER CAPITAL MANAGEMENT LLC
1/5/200012/31/2002Burlington, VT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Morgan Wayne Roberts 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.