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Miroslava Martinez

Investment adviser representative at Manchester Capital Management LLC
8 yearsExperience
1 stateRegistered in
$2.8BFirm assets
33 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

8 years in the industry.

  1. Manchester Capital Management LLCNov 2024 to now
  2. Bank of AmericaJul 2022 to now
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
  4. Greek HouseMay 2020 to Aug 2020
  5. World Cleaning Corp.Jul 2019 to Mar 2020
  6. University of RichmondAug 2018 to May 2022
  7. Emilio's TapasJun 2017 to Mar 2018
  8. Chicago Bulls College PrepAug 2014 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (NY).

Manchester Capital Management LLC

$2.8BAssets managed
234Clients
12Advisers
33 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7391056
Firm CRD
110003
Advisor's SEC record (opens in a new tab)
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