Michael McCully has been an investment adviser representative at New England Financial Planning Group since August 2022, and is not listed among the firm’s executive officers or direct owners.
New England Financial Planning Group, LLC is a Burlington, MA firm with $246M under management, 196 clients and 2 advisers in one office, as of its September 2026 filing.
Michael McCully’s longest registration is the current one, 4 years at New England Financial Planning Group since 2022. Before joining New England Financial Planning Group in 2022, Michael McCully was registered through Wellesley Investment Advisors, Inc.
- Wellesley Investment Advisors, Inc.– · 1 yearWellesley, MA · Adviser representative · Firm CRD 116176
Investment adviser representative registrations
Michael McCully is registered as an investment adviser representative in Massachusetts, since August 2022.
- MassachusettsSince 16 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 10 June 2022 |
| Series 7TO | General Securities Representative Examination | 12 May 2022 |
| SIE | Securities Industry Essentials Examination | 22 April 2022 |
| Series 24 | General Securities Principal Examination | 15 April 2008 |
| Series 7 | General Securities Representative Examination | 27 February 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 April 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 March 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- 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
- CRD
- 4082184
- Firm
- New England Financial Planning Group · CRD 105254
- Office
- 69 WINN STREET, Burlington, MA 01803
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael McCully work?
Michael McCully is an investment adviser representative registered through New England Financial Planning Group, LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michael McCully a financial advisor?
Yes. Michael McCully has a current investment-adviser registration in Massachusetts, through New England Financial Planning Group since August 2022.
How many years of experience does Michael McCully have?
Michael McCully has 16 years in the financial industry, since February 2010, across 2 adviser firms.
What exams has Michael McCully passed?
Michael McCully has passed 7 licensing exams: the Series 6, Series 63, Series 7, Series 24, SIE, Series 7TO and Series 66. The earliest, the Series 6, was passed in March 2000.
Where did Michael McCully work before New England Financial Planning Group?
Before New England Financial Planning Group, Michael McCully was registered through Wellesley Investment Advisors, Inc., February 2012 to June 2013.
Where is Michael McCully based?
Michael McCully’s registered office is in Burlington, MA.
Is Michael McCully registered with FINRA?
Yes. Michael McCully has a current broker registration, under CRD 4082184.
Source: FINRA BrokerCheck
How can I verify Michael McCully’s record?
Search CRD 4082184 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael McCully’s full registration record.
