Don Silk has been an investment adviser representative at Northeast Planning Associates since July 2004, and is not listed among the firm’s executive officers or direct owners.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Don M. Silk is a Financial Planner with Northeast Planning Associates, Inc., based in Newington, NH. Since 1993 he has developed custom financial plans and provided clients access to managed portfolios, mutual funds, stocks, bonds and other investment opportunities. He is part of an on-call advisor team for members of Holy Rosary Credit Union and has experience in retirement planning, wealth management, advanced estate planning, tax management, education planning and qualified plans.
Don Silk’s longest registration is the current one, 22 years at Northeast Planning Associates since 2004. Before joining Northeast Planning Associates in 2004, Don Silk was registered through Mutual Service Corporation and Veravest Investment Advisors, Inc.
- LPL Financial LLCAlso current– present · 19 yearsAdviser representative · Firm CRD 6413
- – present · 22 yearsNewington, NH · Adviser representative · Firm CRD 131406
- Mutual Service Corporation– · under a yearPortsmouth, NH · Adviser representative · Firm CRD 4806
- Veravest Investment Advisors, Inc.– · 6 yearsPortsmouth, NH · Adviser representative · Firm CRD 105796
Professional designations
Listed by Northeast Planning Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Chartered Advisor for Senior Living (CASL®)
Investment adviser representative registrations
Don Silk is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2004; the most recent is Texas, in August 2016.
- New HampshireSince 23 July 2004
- TexasResidentSince 29 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 9 October 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 March 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 September 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 September 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Don Matthew Silk
- CRD
- 2276631
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 121 SHATTUCK WAY, SUITE 16, Newington, NH 03801
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- silkcurtisplanning.com
Where does Don Silk work?
Don Silk is an investment adviser representative registered through Northeast Planning Associates, Inc. since July 2004, and is not listed among the firm’s executive officers or direct owners.
Is Don Silk a financial advisor?
Yes. Don Silk has a current investment-adviser registration in New Hampshire and Texas, through Northeast Planning Associates since July 2004.
How many years of experience does Don Silk have?
Don Silk has 34 years in the financial industry, since September 1992, across 4 adviser firms.
What exams has Don Silk passed?
Don Silk has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in September 1992. FINRA credited Don Silk with the SIE, which began in October 2018.
Where did Don Silk work before Northeast Planning Associates?
Before Northeast Planning Associates, Don Silk was registered through Veravest Investment Advisors, Inc., November 1996 to November 2003.
Where is Don Silk based?
Don Silk’s registered office is in Newington, NH.
Is Don Silk registered with FINRA?
Yes. Don Silk has a current broker registration, under CRD 2276631.
Source: FINRA BrokerCheck
Is Don Silk a CFP?
Northeast Planning Associates lists Don Silk with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Don Silk’s record?
Search CRD 2276631 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Don Silk’s full registration record.
