Zachary D Silk
Investment adviser representative at Northeast Planning Associates, Inc.
15 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
15 years in the industry.
- LPL Financial, LLCNov 2018 to now
- Northeast Planning Associates, Inc.Nov 2018 to now
- Vacation InnovationsFeb 2017 to Nov 2018
- Panera BreadJan 2016 to Feb 2017
- University of New HampshireJul 2011 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7048137
- Firm CRD
- 131406