Dylan M Burling
Investment adviser representative at Northeast Planning Associates, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$414MFirm assets
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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
11 years in the industry.
- LPL Financial LLCFeb 2024 to now
- Northeast Planning Associates, Inc.Sep 2023 to now
- Independence Square AdvisorsMay 2022 to Aug 2022
- Virginia TechNov 2019 to Jun 2023
- Martin's Dam ClubMay 2018 to Aug 2022
- La Cabra BrewingJan 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7803254
- Firm CRD
- 131406