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PHILIP TODD KIRSHMAN
CRD#: 2306545
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Investment Adviser
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Previous Broker
MANCHESTER CAPITAL MANAGEMENT LLCCRD#: 110003 1157 Coast Village Road
Suite A
Montecito, CA 93108
Registration History
19952000200520102015202020252 FIRMS2008 - 2014 (5 years)IAMANCHESTER CAPITAL MANAGEMENT LLC (CRD# 110003)2021 - Present (3 years)BSTRATEGIC MARKETING SOLUTIONS ... (CRD# 145577)2015 - 2016 (1 year)BFINANCIAL WEST GROUP (CRD# 16668)2004 - 2008 (4 years)BWACHOVIA SECURITIES, LLC (CRD# 19616)1996 - 2004 (8 years)BSMITH BARNEY INC. (CRD# 7059)1993 - 1996 (2 years)BLEHMAN BROTHERS INC. (CRD# 7506)1993 - 1993 (<1 year)IASYNTRINSIC INVESTMENT COUNSEL,... (CRD# 147978)2021 - 2021 (<1 year)IACORNERSTONE CAPITAL INC. (CRD# 169232)2014 - 2020 (5 years)IACORNERSTONE CAPITAL INC. (CRD# 169232)2014 - 2015 (1 year)IAFINANCIAL WEST GROUP (CRD# 16668)2008 - 2008 (<1 year)IAWACHOVIA SECURITIES, LLC (CRD# 19616)1999 - 2004 (4 years)
Disclosure(s)
View By:
9/18/2002
Customer Dispute
Award / Judgment
1/28/2002
Customer Dispute
Denied
License(s)

State Registrations

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California 11/10/2021

Current Registration(s)
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MANCHESTER CAPITAL MANAGEMENT LLC (CRD#:110003)
1157 Coast Village Road Suite A, Montecito, CA 93108
Registered with this firm since 11/10/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
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02/10/2021 - 09/23/2021 SYNTRINSIC INVESTMENT COUNSEL, LLC. (CRD#:147978) DENVER, CO
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12/12/2014 - 03/05/2020 CORNERSTONE CAPITAL INC. (CRD#:169232) NEW YORK, NY
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07/25/2015 - 10/07/2016 STRATEGIC MARKETING SOLUTIONS LTD., LLC (CRD#:145577) New York, NY
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12/12/2014 - 12/31/2015 CORNERSTONE CAPITAL INC. (CRD#:169232) DENVER, CO
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07/21/2008 - 02/18/2014 UBS FINANCIAL SERVICES INC. (CRD#:8174) BOULDER, CO
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07/21/2008 - 02/18/2014 UBS FINANCIAL SERVICES INC. (CRD#:8174) BOULDER, CO
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04/04/2008 - 07/15/2008 FINANCIAL WEST GROUP (CRD#:16668) DENVER, CO
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03/03/2004 - 07/15/2008 FINANCIAL WEST GROUP (CRD#:16668)
FINRA expelled the firm on 02/13/2020
RENO, NV
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03/04/1999 - 02/06/2004 WACHOVIA SECURITIES, LLC (CRD#:19616) DENVER, CO
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02/09/1996 - 02/06/2004 WACHOVIA SECURITIES, LLC (CRD#:19616) ST. LOUIS, MO
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07/31/1993 - 02/26/1996 SMITH BARNEY INC. (CRD#:7059) NEW YORK, NY
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02/03/1993 - 07/31/1993 LEHMAN BROTHERS INC. (CRD#:7506) NEW YORK, NY
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.