William Ryan barbieri Reis
Investment adviser representative at Northeast Planning Associates, Inc.
11 yearsExperience
1 stateRegistered in
$414MFirm assets
9 yearsFirm in business
Are you William Ryan barbieri Reis? Claim your profile
Contact this firm
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
11 years in the industry.
- LPL Financial LLCMay 2023 to now
- Northeast Planning Associates, Inc.May 2023 to now
- U.S. Army National GuardJun 2018 to now
- Planet FitnessMay 2022 to May 2023
- Dairy QueenSep 2015 to Jun 2018
- Milford High SchoolJan 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7735456
- Firm CRD
- 131406