Kevin Crowley has been an investment adviser representative at Northeast Planning Associates since March 2019, 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.
Kevin Crowley’s longest registration is the current one, 18 years at LPL Financial LLC since 2008. Before joining Northeast Planning Associates in 2019, Kevin Crowley was registered through Flatiron Financial Group, LLC and Estate Planners of New England, LLC.
- – present · 7 yearsBedford, NH · Adviser representative · Firm CRD 131406
- Flatiron Financial Group, LLC– · 1 yearManchester, NH · Adviser representative · Firm CRD 146552
- LPL Financial LLCAlso current– present · 18 yearsAdviser representative · Firm CRD 6413
- Estate Planners of New England, LLC– · under a yearWindham, NH · Adviser representative · Firm CRD 133353
- Jefferson Pilot Securities Corp– · 4 yearsBurlington, MA · Adviser representative · Firm CRD 3870
Investment adviser representative registrations
Kevin Crowley is registered as an investment adviser representative in 2 states. The first approvals date from February 2008; the most recent is Texas, in August 2020.
- New HampshireSince 1 February 2008
- TexasSince 12 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 22 December 2003 |
| Series 7 | General Securities Representative Examination | 17 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 March 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 February 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kevin Michael Crowley
- CRD
- 2589459
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 43 CONSTITUTION DRIVE, Bedford, NH 03110
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kevin Crowley work?
Kevin Crowley is an investment adviser representative registered through Northeast Planning Associates, Inc. since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Crowley a financial advisor?
Yes. Kevin Crowley has a current investment-adviser registration in New Hampshire and Texas, through Northeast Planning Associates since March 2019.
How many years of experience does Kevin Crowley have?
Kevin Crowley has 28 years in the financial industry, since April 1998, across 5 adviser firms.
What exams has Kevin Crowley passed?
Kevin Crowley has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in February 1998. FINRA credited Kevin Crowley with the SIE, which began in October 2018.
Where did Kevin Crowley work before Northeast Planning Associates?
Before Northeast Planning Associates, Kevin Crowley was registered through Flatiron Financial Group, LLC, September 2009 to December 2010; Estate Planners of New England, LLC, December 2004 to March 2005; Jefferson Pilot Securities Corp, July 2003 to February 2008.
Where is Kevin Crowley based?
Kevin Crowley’s registered office is in Bedford, NH.
Is Kevin Crowley registered with FINRA?
Yes. Kevin Crowley has a current broker registration, under CRD 2589459.
Source: FINRA BrokerCheck
How can I verify Kevin Crowley’s record?
Search CRD 2589459 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kevin Crowley’s full registration record.
