Zachary Golub has been an investment adviser representative at Northeast Planning Associates since May 2026, and is not listed among the firm’s executive officers or direct owners. Zachary Golub holds a Bachelor of Science in Management with a concentration in Finance from the University of Massachusetts Boston.
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.
Zachary Golub is a Financial Advisor with Northeast Planning Associates, Inc., based in Newburyport, MA, which he joined in 2026. He has over seven years of experience in private equity and investment management. Before joining the firm he was a Vice President at Citigroup, where he managed the evaluation, execution and distribution of alternative investment opportunities, and earlier he was a Senior Associate at Heritage Holding supporting investment sourcing and due diligence.
Zachary Golub’s longest registration was 3 years at Citigroup Global Markets Inc. (2021–2025). Before joining Northeast Planning Associates in 2026, Zachary Golub was registered through Citigroup Global Markets Inc.
- – present · under a yearNewburyport, MA · Adviser representative · Firm CRD 131406
- LPL Financial LLCAlso current– present · under a yearNewburyport, MA · Adviser representative · Firm CRD 6413
- Citigroup Global Markets Inc.– · 3 yearsBoston, MA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Zachary Golub is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2026.
- MassachusettsSince 23 April 2026
- TexasResidentSince 9 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 June 2019 |
| Series 7TO | General Securities Representative Examination | 19 January 2019 |
| SIE | Securities Industry Essentials Examination | 22 December 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Zachary Steven Golub
- CRD
- 7012471
- 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
- March 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- newburyportplanning.com
Where does Zachary Golub work?
Zachary Golub is an investment adviser representative registered through Northeast Planning Associates, Inc. since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Golub a financial advisor?
Yes. Zachary Golub has a current investment-adviser registration in Massachusetts and Texas, through Northeast Planning Associates since May 2026.
How many years of experience does Zachary Golub have?
Zachary Golub has 6 years in the financial industry, since March 2020, across 3 adviser firms.
What exams has Zachary Golub passed?
Zachary Golub has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in December 2018.
Where did Zachary Golub work before Northeast Planning Associates?
Before Northeast Planning Associates, Zachary Golub was registered through Citigroup Global Markets Inc., June 2021 to February 2025.
Where is Zachary Golub based?
Zachary Golub’s registered office is in Newburyport, MA.
Is Zachary Golub registered with FINRA?
Yes. Zachary Golub has a current broker registration, under CRD 7012471.
Source: FINRA BrokerCheck
How can I verify Zachary Golub’s record?
Search CRD 7012471 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Golub’s full registration record.
