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BC

Brett A. Croft

CROFT FINANCIAL PLANNING
NEWBURY, NH
Some features on this profile are disabled
CRD#: 5630147
BC

Professional summary

Brett Alan Croft, CFP® is a registered financial advisor currently at CROFT FINANCIAL PLANNING located in Newbury, New Hampshire.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brett has worked at 5 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Alan Croft's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

November 19, 2024 - Present

CROFT FINANCIAL PLANNING

RIA
CRD#: 333357
NEWBURY, NH
Past

September 10, 2021 - October 8, 2024

MANCHESTER CAPITAL MANAGEMENT LLC

RIA
CRD#: 110003
Charlottesville, VA
Past

July 13, 2018 - May 28, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

January 23, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BOSTON, MA
Past

August 11, 2011 - May 27, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Hampshire
(11/19/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/9/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/22/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/26/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/10/2011
General Securities Representative Examination

Current Firm

CF
CROFT FINANCIAL PLANNING
CROFT FINANCIAL PLANNING

CRD#: 333357 / SEC#:

New Hampshire
Registered Investment Advisory firm - (11/19/2024 Approved)
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Contact information

Main Address
Newbury, NH
Mailing Address
Phone number
(603) 406-9015
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CROFT FINANCIAL PLANNING

CRD#: 333357Newbury, NH

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