Matthew Eaton 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. Matthew Eaton holds a Bachelor of Science from United States Military Academy.
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.
Matthew H. Eaton is Director of Case Development at Northeast Planning Associates, Inc., where he has been for more than 40 years. He helped develop a retirement distribution and asset allocation model incorporated into a recognized financial planning software program, and assists with estate and charitable planning, business succession planning and executive benefits. Before joining NPA he served as Chief Operating Officer for Micree Corporation.
Matthew Eaton’s longest registration is the current one, 22 years at Northeast Planning Associates since 2004. Before joining Northeast Planning Associates in 2004, Matthew Eaton was registered through Mutual Service Corporation and Veravest Investment Advisors, Inc.
- LPL Financial LLCAlso current– present · 19 yearsBedford, NH · Adviser representative · Firm CRD 6413
- – present · 22 yearsBedford, NH · Adviser representative · Firm CRD 131406
- Mutual Service Corporation– · under a yearBedford, NH · Adviser representative · Firm CRD 4806
- Veravest Investment Advisors, Inc.– · 20 yearsBedford, NH · Adviser representative · Firm CRD 105796
Investment adviser representative registrations
Matthew Eaton is registered as an investment adviser representative in New Hampshire, since July 2004.
- New HampshireSince 22 July 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 October 1997 |
| Series 22 | Direct Participation Programs Representative Examination | 1 September 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 September 1982 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 July 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Henry Eaton
- CRD
- 1043184
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 43 CONSTITUTION DRIVE, Bedford, NH 03110
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1982
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- provisionwealthplanning.com
Where does Matthew Eaton work?
Matthew Eaton 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 Matthew Eaton a financial advisor?
Yes. Matthew Eaton has a current investment-adviser registration in New Hampshire, through Northeast Planning Associates since July 2004.
How many years of experience does Matthew Eaton have?
Matthew Eaton has 44 years in the financial industry, since July 1982, across 4 adviser firms.
What exams has Matthew Eaton passed?
Matthew Eaton has passed 4 licensing exams: the Series 6, Series 63, Series 22 and Series 7. The earliest, the Series 6, was passed in July 1982. FINRA credited Matthew Eaton with the SIE, which began in October 2018.
Where did Matthew Eaton work before Northeast Planning Associates?
Before Northeast Planning Associates, Matthew Eaton was registered through Veravest Investment Advisors, Inc., March 1983 to December 2003.
Where is Matthew Eaton based?
Matthew Eaton’s registered office is in Bedford, NH.
Is Matthew Eaton registered with FINRA?
Yes. Matthew Eaton has a current broker registration, under CRD 1043184.
Source: FINRA BrokerCheck
How can I verify Matthew Eaton’s record?
Search CRD 1043184 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Eaton’s full registration record.
