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Craig Stanley Lappen

TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC·MANCHESTER, Connecticut
Unclaimed Profile
945 MAIN STREET SUITE 104, MANCHESTER, CT 06040-6064CRD# 1726355Firm CRD# 125690
01

About

Craig Stanley Lappen is a registered financial advisor based in MANCHESTER, Connecticut, affiliated with TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC
TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC
AUM
$44M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1726355
Firm CRD# 125690
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Stanley Lappen offer?
Craig Stanley Lappen specializes in Financial Planning, Investment Management. Contact their office in MANCHESTER, Connecticut for a consultation.
What are Craig Stanley Lappen's credentials?
Craig Stanley Lappen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Stanley Lappen located?
Craig Stanley Lappen is based in MANCHESTER, Connecticut, working with TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Craig Stanley Lappen charge for services?
Craig Stanley Lappen's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC?
TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC has approximately 1 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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