Zachary Longley has been an investment adviser representative at Northeast Planning Associates since February 2009, and is not listed among the firm’s executive officers or direct owners. Zachary Longley holds a Bachelor of Arts from The University of Maine.
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 F. Longley is an associate of Northeast Planning Associates, Inc., based in Yarmouth, ME. He has experience in retirement planning, tax management, college funding and estate planning, and specializes in helping federal employees retire. He regularly holds Thrift Savings Plan seminars and seminars on other financial topics of public interest.
Zachary Longley’s longest registration is the current one, 17 years at LPL Financial LLC since 2009. Before joining Northeast Planning Associates in 2009, Zachary Longley was registered through Ameriprise Financial Services, Inc.
- – present · 17 yearsYarmouth, ME · Adviser representative · Firm CRD 131406
- LPL Financial LLCAlso current– present · 17 yearsAdviser representative and broker · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · under a yearSouth Portland, ME · Adviser representative · Firm CRD 6363
Professional designations
Listed by Northeast Planning Associates
- Registered Financial Consultant (RFC®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Zachary Longley is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from February 2009; the most recent is Texas, in May 2021.
- MaineSince 26 February 2009
- MassachusettsSince 23 February 2009
- TexasResidentSince 24 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 10 December 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 November 2008 |
| Series 7 | General Securities Representative Examination | 1 May 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Farley Longley
- CRD
- 5446279
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 781 U.S. ROUTE ONE, STE. A, Yarmouth, ME 04096
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- zackflongley.com
Where does Zachary Longley work?
Zachary Longley is an investment adviser representative registered through Northeast Planning Associates, Inc. since February 2009, 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 Maine, Massachusetts and Texas, through Northeast Planning Associates since February 2009.
How many years of experience does Zachary Longley have?
Zachary Longley has 18 years in the financial industry, since August 2008, across 3 adviser firms.
What exams has Zachary Longley passed?
Zachary Longley has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 2008. 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 Ameriprise Financial Services, Inc., December 2008 to January 2009.
Where is Zachary Longley based?
Zachary Longley’s registered office is in Yarmouth, ME.
Is Zachary Longley registered with FINRA?
Yes. Zachary Longley has a current broker registration, under CRD 5446279.
Source: FINRA BrokerCheck
How can I verify Zachary Longley’s record?
Search CRD 5446279 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.
