DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brett Alan Croft

Croft Financial Planningstate registeredNewbury, NhIA-onlyIAPD 5630147

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

At current firm

1 y

since Nov 19, 2024

In the industry

18 y

since Apr 26, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/brett-croft-cfp%C2%AE-cfa%C2%AE-ctfa-33917963reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Croft Financial Planning state registered current
since Nov 19, 2024 · Newbury, Nh
Manchester Capital Management LLC independent RIA
Sep 10, 2021 to Oct 8, 2024 · Charlottesville, Va
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to May 28, 2021 · Boston, Ma
Strategic Advisers LLC national BD
Jan 23, 2014 to Jul 13, 2018 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

Manchester Capital Management LLC to Croft Financial Planning
left Oct 8, 2024, registered Nov 19, 2024 (42 days) · RIA to a state-registered adviser
Fidelity Personal And Workplace Advisors to Manchester Capital Management LLC
left May 28, 2021, registered Sep 10, 2021 (105 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Brett Alan Croft left Manchester Capital Management Llc for Croft Financial Planning (registered 2024-11-19)
Oct 8, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address