William Reis has been an investment adviser representative at Northeast Planning Associates since December 2025, 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.
William Reis’ longest registration is the current one, under a year at Northeast Planning Associates since 2025.
- LPL Financial LLCAlso current– present · under a yearAdviser representative · Firm CRD 6413
- – present · under a yearCanton, MA · Adviser representative · Firm CRD 131406
Investment adviser representative registrations
William Reis is registered as an investment adviser representative in Massachusetts, since December 2025.
- MassachusettsSince 19 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 November 2025 |
| Series 7TO | General Securities Representative Examination | 13 June 2025 |
| SIE | Securities Industry Essentials Examination | 29 July 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- William Ryan Barbieri Reis
- CRD
- 7735456
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 633 CHAPMAN STREET, Canton, MA 02021
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Reis work?
William Reis is an investment adviser representative registered through Northeast Planning Associates, Inc. since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is William Reis a financial advisor?
Yes. William Reis has a current investment-adviser registration in Massachusetts, through Northeast Planning Associates since December 2025.
How many years of experience does William Reis have?
William Reis has 1 year in the financial industry, since June 2025, across 2 adviser firms.
What exams has William Reis passed?
William Reis has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2024.
Where is William Reis based?
William Reis’ registered office is in Canton, MA.
Is William Reis registered with FINRA?
Yes. William Reis has a current broker registration, under CRD 7735456.
Source: FINRA BrokerCheck
How can I verify William Reis’ record?
Search CRD 7735456 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Reis’ full registration record.
