AdvisorOS Directory
Claim Profile
Unclaimed Profile
CL

Craig Stanley Lappen

TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC·MANCHESTER, Connecticut
Series 7, Series 24, Series 63, Series 65Clean record31 years registeredTWENTY-FIRST CENTURY FINANCIAL ADVISORS INC
945 MAIN STREET SUITE 104, MANCHESTER, CT 06040-6064CRD# 1726355Firm CRD# 125690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Stanley Lappen · MANCHESTER, CT
Registration
CRD #1726355 · TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC · 31 years registered
Brand Profile
Not yet started
01

Career History

TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC
Feb 1995 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 2, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC
CRD 125690 · SEC 801-69032
AUM
$44M
Regulatory assets under management
Employees
1
94 client accounts
Services offered by TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TWENTY-FIRST CENTURY FINANCIAL ADVISORS INC →
Introduction

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MANCHESTER?

Browse all registered financial advisors in MANCHESTER, Connecticut or claim this profile if it's yours.

Browse MANCHESTER AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in MANCHESTER, Connecticut

Paul Andrew Heyman
EXCEL WEALTH MANAGEMENT, LLC·MANCHESTER, CT
Michael Angelo Lucco
EXCEL WEALTH MANAGEMENT, LLC·MANCHESTER, CT
Edward Baroncini
EXCEL WEALTH MANAGEMENT, LLC·MANCHESTER, CT
James Raymond Reynolds
EXCEL WEALTH MANAGEMENT, LLC·MANCHESTER, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
City Guides
STAMFORD GuideGREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile