Robert Everett has been an investment adviser representative at Northeast Planning Associates since February 2011, 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.
Robert Everett’s longest registration is the current one, 16 years at LPL Financial LLC since 2010.
- – present · 15 yearsCambridge, MA · Adviser representative · Firm CRD 131406
- LPL Financial LLCAlso current– present · 16 yearsCambridge, MA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Robert Everett is registered as an investment adviser representative in Massachusetts, since July 2010.
- MassachusettsSince 27 July 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 May 2010 |
| Series 7 | General Securities Representative Examination | 4 May 2010 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 13 February 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 January 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 November 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Kratzer Everett
- CRD
- 1624204
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- Cambridge, MA
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Everett work?
Robert Everett is an investment adviser representative registered through Northeast Planning Associates, Inc. since February 2011, and is not listed among the firm’s executive officers or direct owners.
Is Robert Everett a financial advisor?
Yes. Robert Everett has a current investment-adviser registration in Massachusetts, through Northeast Planning Associates since February 2011.
How many years of experience does Robert Everett have?
Robert Everett has 33 years in the financial industry, since May 1993, across 2 adviser firms.
What exams has Robert Everett passed?
Robert Everett has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 7 and Series 66. The earliest, the Series 6, was passed in November 1996. FINRA credited Robert Everett with the SIE, which began in October 2018.
Where is Robert Everett based?
Robert Everett’s registered office is in Cambridge, MA.
Is Robert Everett registered with FINRA?
Yes. Robert Everett has a current broker registration, under CRD 1624204.
Source: FINRA BrokerCheck
How can I verify Robert Everett’s record?
Search CRD 1624204 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Everett’s full registration record.
