Founder and Chief Executive Officer · Northeast Planning Associates, Inc.
Edward C. Hiers
CRD 245236 · Named on Form ADV at one SEC-registered adviser
At a glance
Northeast Planning Associates, Inc., an SEC-registered wealth manager based in Bedford, NH with $414 million in regulatory assets, lists Edward C. Hiers on its Form ADV as Founder and Chief Executive Officer, a control person.
Firms and roles
- Northeast Planning Associates, Inc.Founder and Chief Executive OfficerWealth manager · Bedford, NH · $414M in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Benjamin J HiersPresident & COO, Northeast Planning Associates, Inc.
- Michael J. HartmanChief Compliance Officer, Northeast Planning Associates, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.