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Zachary Miles Longley

Investment Adviser Representative at NORTHEAST PLANNING ASSOCIATES, INC.

Newburyport, MACRD #2377315Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
5 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 5 states
FloridaGeorgiaMaineMassachusettsNew Hampshire
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/9/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 8/3/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/3/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Northeast Planning Associates, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LPL FINANCIAL LLCCurrent
7/30/2007Newburyport, MA
NORTHEAST PLANNING ASSOCIATES, INC.Current
8/19/2004Newburyport, MA
MUTUAL SERVICE CORPORATION
2/25/20049/29/2004Newburyport, MA
MUTUAL SERVICE CORPORATION
11/21/20032/4/2004Newburyport, MA
VERAVEST INVESTMENT ADVISORS, INC.
4/14/199411/13/2003Bedford, NH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Miles Longley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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