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RIA / WealthAdvisor32 years in industry

SUSAN WARREN SOFRONAS

Advisor at MANCHESTER CAPITAL MANAGEMENT LLC

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ec46ae39-a0bb-c622-8cb7-3fba48acb20f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Apr 9, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Susan Warren Sofronas

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MANCHESTER CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 27, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 27, 1994
First registration: Apr 9, 2002
Dual registered: no
Other names: SUSAN WARREN|SUSAN GNODDE|SUSAN SOFRONAS
IAPD individual key: 1455955

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MANCHESTER CAPITAL MANAGEMENT LLC	Independent wealth	Nov 21, 2024	n/a	yes	New York, NY	Current employment
GELLER ADVISORS LLC	Former SEC adviser	Sep 13, 2021	Mar 27, 2023	no	NEW YORK, NY	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Apr 9, 2002	Dec 10, 2002	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GELLER ADVISORS LLC	MANCHESTER CAPITAL MANAGEMENT LLC	Mar 27, 2023	Nov 21, 2024	605	Firm change after gap	RIA to RIA
CITICORP INVESTMENT SERVICES	GELLER ADVISORS LLC	Dec 10, 2002	Sep 13, 2021	6,852	Firm change after gap	Other

Relationships

Registered with (3)

→ MANCHESTER CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Nov 21, 2024 to presentfactForm ADV
→ GELLER ADVISORS LLCRegistered adviserregistration: previous registration
Sep 13, 2021 to Mar 27, 2023factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Apr 9, 2002 to Dec 10, 2002factForm ADV

Dated events

Occurred
Mar 27, 2023
Advisor changed firm
Susan Warren Sofronas left Geller Advisors Llc for Manchester Capital Management Llc (registered 2024-11-21)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec46ae39-a0bb-c622-8cb7-3fba48acb20f
First observed: Apr 9, 2002
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SUSAN WARREN SOFRONAS

Advisor at MANCHESTER CAPITAL MANAGEMENT LLC

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ec46ae39-a0bb-c622-8cb7-3fba48acb20f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MANCHESTER CAPITAL MANAGEMENT LLC

Independent wealth

Nov 21, 2024

n/a

yes

New York, NY

Current employment

GELLER ADVISORS LLC

Former SEC adviser

Sep 13, 2021

Mar 27, 2023

NEW YORK, NY

Previous registration

CITICORP INVESTMENT SERVICES

n/a

Apr 9, 2002

Dec 10, 2002

NEW YORK, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

GELLER ADVISORS LLC

MANCHESTER CAPITAL MANAGEMENT LLC

Mar 27, 2023

Nov 21, 2024

605

Firm change after gap

RIA to RIA

CITICORP INVESTMENT SERVICES

GELLER ADVISORS LLC

Dec 10, 2002

Sep 13, 2021

6,852

Firm change after gap

Other