Paul Accardi has been an investment adviser representative at Northeast Planning Associates since November 2025, and is not listed among the firm’s executive officers or direct owners. Paul Accardi holds a Bachelor's degree in business administration from Merrimack 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.
Paul M. Accardi is a Registered Investment Advisor with Northeast Planning Associates, Inc., based in Newburyport, MA. He was a partner with Carr, Staples, and Accardi, CPAs in Haverhill, MA, and has 40 years of experience in personal, small business and corporate tax preparation and financial planning. He became a Registered Investment Advisor in 2002.
Paul Accardi’s longest registration is the current one, 19 years at LPL Financial LLC since 2007. Before joining Northeast Planning Associates in 2025, Paul Accardi was registered through Mutual Service Corporation and Veravest Investment Advisors, Inc.
- – present · under a yearNewburyport, MA · Adviser representative · Firm CRD 131406
- LPL Financial LLCAlso current– present · 19 yearsNewburyport, MA · Adviser representative · Firm CRD 6413
- – · 12 yearsNewburyport, MA · Adviser representative · Firm CRD 131406
- Mutual Service Corporation– · under a yearNewburyport, MA · Adviser representative · Firm CRD 4806
- Veravest Investment Advisors, Inc.– · 1 yearHaverhill, MA · Adviser representative · Firm CRD 105796
Professional designations
Listed by Northeast Planning Associates
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Paul Accardi is registered as an investment adviser representative in Massachusetts, since September 2007.
- MassachusettsSince 17 September 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 August 2001 |
| Series 7 | General Securities Representative Examination | 31 July 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul M Accardi
- CRD
- 4429381
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 26 PARKER STREET, UNIT B, Newburyport, MA 01950
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- newburyportplanning.com
Where does Paul Accardi work?
Paul Accardi is an investment adviser representative registered through Northeast Planning Associates, Inc. since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Paul Accardi a financial advisor?
Yes. Paul Accardi has a current investment-adviser registration in Massachusetts, through Northeast Planning Associates since November 2025.
How many years of experience does Paul Accardi have?
Paul Accardi has 25 years in the financial industry, since August 2001, across 4 adviser firms.
What exams has Paul Accardi passed?
Paul Accardi has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2001. FINRA credited Paul Accardi with the SIE, which began in October 2018.
Where did Paul Accardi work before Northeast Planning Associates?
Before Northeast Planning Associates, Paul Accardi was registered through Mutual Service Corporation, March 2004 to October 2004; Veravest Investment Advisors, Inc., December 2001 to November 2003.
Where is Paul Accardi based?
Paul Accardi’s registered office is in Newburyport, MA.
Is Paul Accardi registered with FINRA?
Yes. Paul Accardi has a current broker registration, under CRD 4429381.
Source: FINRA BrokerCheck
How can I verify Paul Accardi’s record?
Search CRD 4429381 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul Accardi’s full registration record.
