Zachary Longley has been an investment adviser representative at Northeast Planning Associates since August 2004, 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.
Zachary Longley’s longest registration is the current one, 22 years at Northeast Planning Associates since 2004. Before joining Northeast Planning Associates in 2004, Zachary Longley was registered through Mutual Service Corporation and Veravest Investment Advisors, Inc.
- LPL Financial LLCAlso current– present · 19 yearsNewburyport, MA · Adviser representative · Firm CRD 6413
- – present · 22 yearsNewburyport, MA · Adviser representative · Firm CRD 131406
- Mutual Service Corporation– · under a yearNewburyport, MA · Adviser representative · Firm CRD 4806
- Veravest Investment Advisors, Inc.– · 9 yearsBedford, NH · Adviser representative · Firm CRD 105796
Investment adviser representative registrations
Zachary Longley is registered as an investment adviser representative in Massachusetts, since August 2004.
- MassachusettsSince 19 August 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 January 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 August 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 3 August 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Zachary Miles Longley
- CRD
- 2377315
- 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 1993
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zachary Longley work?
Zachary Longley is an investment adviser representative registered through Northeast Planning Associates, Inc. since August 2004, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Longley a financial advisor?
Yes. Zachary Longley has a current investment-adviser registration in Massachusetts, through Northeast Planning Associates since August 2004.
How many years of experience does Zachary Longley have?
Zachary Longley has 33 years in the financial industry, since August 1993, across 4 adviser firms.
What exams has Zachary Longley passed?
Zachary Longley has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in August 1993. FINRA credited Zachary Longley with the SIE, which began in October 2018.
Where did Zachary Longley work before Northeast Planning Associates?
Before Northeast Planning Associates, Zachary Longley was registered through Veravest Investment Advisors, Inc., April 1994 to November 2003.
Where is Zachary Longley based?
Zachary Longley’s registered office is in Newburyport, MA.
Is Zachary Longley registered with FINRA?
Yes. Zachary Longley has a current broker registration, under CRD 2377315.
Source: FINRA BrokerCheck
How can I verify Zachary Longley’s record?
Search CRD 2377315 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Longley’s full registration record.
