Zachary Steven Golub
Investment adviser representative at Northeast Planning Associates, Inc.
16 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
16 years in the industry.
- Northeast Planning Associates, Inc.Apr 2026 to now
- LPL Financial LLCApr 2026 to now
- UnemployedMar 2025 to Mar 2026
- CitigroupAug 2018 to Feb 2025
- Maicom LLCApr 2018 to Aug 2018
- Heritage HoldingJun 2017 to Aug 2018
- Trader Joe'sAug 2010 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7012471
- Firm CRD
- 131406