Richard Wojcik has held the title Member at New England Financial Planning Group since March 1989, is a control person of the firm and directly owns between 50% and 75% of it. Richard Wojcik holds a Bachelor's degree from Northeastern University.
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.
Richard Wojcik is Founder of New England Financial Planning Group in Burlington, Massachusetts. Since 1980, he has provided fee-based comprehensive financial planning and asset management services to individuals, business executives, and self-employed professionals. He is an Investment Adviser Representative of the firm and a registered representative with Raymond James Financial Services.
Richard Wojcik’s longest registration is the current one, 31 years at New England Financial Planning Group since 1995.
- Raymond James Financial Services Advisors, Inc– · 4 yearsBurlington, MA · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
Richard Wojcik is registered as an investment adviser representative in 2 states. The first approvals date from May 1995; the most recent is New Hampshire, in March 1996.
- MassachusettsSince 9 May 1995
- New HampshireSince 14 March 1996
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 28 January 2009 |
| Series 51 | Municipal Fund Securities Principal Examination | 10 July 2003 |
| Series 24 | General Securities Principal Examination | 28 May 1981 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 February 1981 |
| Series 1 | Registered Representative Examination | 23 July 1968 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Richard Joseph Wojcik
- CRD
- 471029
- Firm
- New England Financial Planning Group · CRD 105254
- Role
- Member
- Office
- 69 WINN STREET, Burlington, MA 01803
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1969
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- nefpg.com
Where does Richard Wojcik work?
Richard Wojcik has held the title Member at New England Financial Planning Group, LLC since March 1989, and is a control person of the firm.
Is Richard Wojcik a financial advisor?
Yes. Richard Wojcik has a current investment-adviser registration in Massachusetts and New Hampshire, through New England Financial Planning Group since May 1995.
How many years of experience does Richard Wojcik have?
Richard Wojcik has 57 years in the financial industry, since October 1969, across 2 adviser firms.
What exams has Richard Wojcik passed?
Richard Wojcik has passed 6 licensing exams: the Series 1, Series 63, Series 24, Series 51, Series 31 and Series 7TO. The earliest, the Series 1, was passed in July 1968. FINRA credited Richard Wojcik with the SIE, which began in October 2018.
Where is Richard Wojcik based?
Richard Wojcik’s registered office is in Burlington, MA.
Is Richard Wojcik registered with FINRA?
Yes. Richard Wojcik has a current broker registration, under CRD 471029.
Source: FINRA BrokerCheck
How can I verify Richard Wojcik’s record?
Search CRD 471029 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Richard Wojcik’s full registration record.
