Brett Croft (CRD# 5630147) is an Investment Advisor Representative working at Manchester Capital Management LLC in Charlottesville, VA and has over 16 years of experience in the finance industry. Brett Croft has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manchester Capital Management LLC | Manchester, VT | May 2021 - Current | 2 |
| Fidelity Personal And Workplace Advisors | Boston, MA | Jul 2018 - May 2021 | 2 |
| Fidelity Investments | Merrimack, NH | May 2011 - May 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- VA
-
Total Assets Under Management3,688MILLIONS
-
Total Number of Accounts1,684ACCOUNTS
-
Average Account Value$2,190,294
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, DC, DE, FL, IL, MA, MD, OR, TX, VA, VT
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