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Brett Alan Croft

Manchester Capital Management LLC

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About Brett Alan Croft

Brett Croft is a financial advisor with Manchester Capital Management LLC, working from their Charlottesville, VA office. Brett has been in the industry since 2011 and holds Series 7, 63, and 66 licenses. Brett's firm manages over $3.6 billion in client assets, focusing on providing financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles.

Firm Information

Brett Croft is currently registered with Manchester Capital Management LLC. Multiple Financial Services, Inc. is a terminated corporation that was formed in 1999. They provided a variety of financial services, including financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. They managed assets for a range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

$3.69B

Assets Under Management

6

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Croft’s Registration & Firm History

VA

09/10/2021 - Present

Manchester Capital Management LLC (Charlottesville VA)

MA

08/11/2011 - 05/27/2021

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 01/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/22/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/26/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Alan Croft.
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