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Philip Todd Kirshman

Investment Adviser Representative at MANCHESTER CAPITAL MANAGEMENT LLC

Montecito, CACRD #2306545Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
1 states
Exams Passed
6

Professional summary

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

Philip Todd Kirshman has worked in the securities industry since 1995. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/10/1993
Series 63
Uniform Securities Agent State Law Examination
Passed 2/4/1993
SIE
Securities Industry Essentials Examination
Passed 10/7/2016
Series 3
National Commodity Futures Examination
Passed 3/5/1993
Series 7
General Securities Representative Examination
Passed 2/1/1993
Series 24
General Securities Principal Examination
Passed 11/15/2006

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
11/10/2021Montecito, CA
SYNTRINSIC INVESTMENT COUNSEL, LLC.
2/10/20219/23/2021Denver, CO
CORNERSTONE CAPITAL INC.
12/12/20143/5/2020New York, NY
CORNERSTONE CAPITAL INC.
12/12/201412/31/2015Denver, CO
UBS FINANCIAL SERVICES INC.
7/21/20082/18/2014Boulder, CO
FINANCIAL WEST GROUP
4/4/20087/15/2008Denver, CO
WACHOVIA SECURITIES, LLC
3/4/19992/6/2004Denver, CO

Official records & sources

Data as of May 30, 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. Philip Todd Kirshman 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.