Susan Sofronas
Manchester Capital Management · New York, New York
Susan Sofronas is a fee-only financial advisor at Manchester Capital Management in New York, New York. Susan focuses on family wealth transfer, estate & legacy planning and tax planning. Manchester Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Susan →
Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Manchester Capital Management |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.83B across 1,457 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1455955 |
| Exams passed | Series 63 (1995) · Series 65 (1994) |
| Firm size | 38 employees |
| Disclosures | None reported |
| Website | www.mcmllc.com |
Request an introduction to Susan
Tell Susan a little about what you're looking for. Susan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Susan
Is Susan Sofronas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Manchester Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Manchester Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Susan Sofronas based?
Susan Sofronas is based in New York, New York.
What does Susan specialize in?
Susan's specialties include family wealth transfer, estate & legacy planning, tax planning and founders (pre-exit). Susan works with multi-generational families and ultra high net worth.
Is Susan Sofronas registered with the SEC?
Yes. Susan Sofronas is registered as an investment adviser representative in NY (CRD 1455955), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Manchester Capital Management manage?
Manchester Capital Management reports $2.83B across 1,457 accounts in assets under management.
How do I contact Susan Sofronas?
Through Susan's website, www.mcmllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Manchester Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.