George Slyman 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. George Slyman studied at Saint Anselm College.
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.
George Slyman is a Financial Planner and associate of Northeast Planning Associates, Inc., based in Bedford, NH. He entered the financial services industry in 1983 and works with clients ranging from individual professional practitioners to manufacturing and service corporations. He has been a frequent speaker at seminars, including college faculty seminars and association workshops.
George Slyman’s longest registration is the current one, 22 years at Northeast Planning Associates since 2004. Before joining Northeast Planning Associates in 2004, George Slyman was registered through Mutual Service Corporation and Veravest Investment Advisors, Inc.
- LPL Financial LLCAlso current– present · 19 yearsAdviser representative and broker · Firm CRD 6413
- – present · 22 yearsNew Ipswich, NH · Adviser representative · Firm CRD 131406
- Mutual Service Corporation– · under a yearPetersborough, NH · Adviser representative · Firm CRD 4806
- Veravest Investment Advisors, Inc.– · 9 yearsPeterborough, NH · Adviser representative · Firm CRD 105796
Professional designations
Listed by Northeast Planning Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
George Slyman is registered as an investment adviser representative in New Hampshire, since July 2004.
- New HampshireSince 22 July 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 22TO | Direct Participation Programs Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 5 January 2014 |
| Series 62 | Corporate Securities Limited Representative Examination | 9 October 2012 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 10 March 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 May 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 April 1986 |
- Name
- Direct Participation Programs Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- George Kenneth Slyman
- CRD
- 1460623
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- New Ipswich, NH
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- oncourseretirement.com
Where does George Slyman work?
George Slyman 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 George Slyman a financial advisor?
Yes. George Slyman has a current investment-adviser registration in New Hampshire, through Northeast Planning Associates since July 2004.
How many years of experience does George Slyman have?
George Slyman has 40 years in the financial industry, since August 1986, across 4 adviser firms.
What exams has George Slyman passed?
George Slyman has passed 6 licensing exams: the Series 63, Series 6, Series 26, Series 62, Series 7 and Series 22TO. The earliest, the Series 63, was passed in April 1986. FINRA credited George Slyman with the SIE, which began in October 2018.
Where did George Slyman work before Northeast Planning Associates?
Before Northeast Planning Associates, George Slyman was registered through Veravest Investment Advisors, Inc., January 1994 to November 2003.
Where is George Slyman based?
George Slyman’s registered office is in New Ipswich, NH.
Is George Slyman registered with FINRA?
Yes. George Slyman has a current broker registration, under CRD 1460623.
Source: FINRA BrokerCheck
Is George Slyman a CFP?
Northeast Planning Associates lists George Slyman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: George K. Slyman, CFP® biography, oncourseretirement.com
How can I verify George Slyman’s record?
Search CRD 1460623 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish George Slyman’s full registration record.
