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Newbury, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2011 | 05/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2021 |
| Manchester Capital Management Llc | Manchester | VT | 05/2021 | 08/2024 |
| Croft Financial Planning, Llc | Newbury | NH | 09/2024 | Present |
Brett Croft owns HFL House LLC a residential rental real estate holding company as of 6/24/2026. This business takes less than 5% of his time. Address 70 Winding brook Road , Newbury NH 03255. This is not investment related. Brett Croft owns 32Q LLC a educational and online content production company as of 4/22/2026. This business takes less than 5% of this time. Address 70 Winding brook Road , Newbury NH 03255. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-26 |
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