Connor Allen woods Brisson
Investment adviser representative at Northeast Planning Associates, Inc.
10 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
10 years in the industry.
- Northeast Planning Associates, Inc.Mar 2020 to now
- LPL Financial, LLCFeb 2020 to now
- Wells Fargo Clearing Services, LLCSep 2018 to Feb 2020
- Northcountry Federal Credit UnionJan 2018 to Aug 2018
- Northeast Planning AssociatesJan 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VT).
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
- 7027227
- Firm CRD
- 131406