TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC
TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC of MANCHESTER, CT is an SEC-registered investment adviser (CRD 125690). Regulatory assets under management: $67.6M.
Registration
- CRD: 125690
- SEC file number: 801-69032
- Type: Registered investment adviser
- Location: 945 MAIN STREET SUITE 104, MANCHESTER, CT, 06040-6064
- Phone: 860-646-2100
- Latest filing: 2026-02-01
- Regulatory AUM: $67.6M
- Discretionary AUM: $67.6M
- Clients: 1
- Accounts: 39
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| LAPPEN CRAIG STANLEY | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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