Brendan Michael Begley
Investment adviser representative at Northeast Planning Associates, Inc.
40 yearsExperience
1 stateRegistered in
$414MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
40 years in the industry.
- Northeast Planning Associates, Inc.Apr 2026 to now
- Ab Wealth Advisors, LLCFeb 2025 to now
- LPL Financial LLCFeb 2025 to now
- Begley & Associates, LLCJun 1986 to now
- Avantax Insurance Agency, LLCJan 2018 to Feb 2025
- Director First National Bank of SuffieldAug 2016 to Dec 2018
- Avantax Advisory Services, LLCApr 1999 to Feb 2025
- Innovest Financial Services, Inc,Feb 1999 to Feb 2025
- Avantax Investment Services, Inc.Oct 1997 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CT).
Northeast Planning Associates, Inc.
$414MAssets managed
959Clients
74Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2962774
- Firm CRD
- 131406