Adviser and broker representative · LPL Financial LLC
Zachary M. Longley
CRD 2377315 · Newburyport, MA
At a glance
Zachary M. Longley is an investment adviser representative with LPL Financial LLC in Newburyport, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zachary’s SEC record dates to 1994, about 32 years ago. Zachary is also registered as a broker representative.
Current advisory firms
- LPL Financial LLCSince July 2007Newburyport, MA · $819B in regulatory assets
- Northeast Planning Associates, Inc.Since August 2004Bedford, NH · $414M in regulatory assets
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Zachary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at LPL Financial LLC
- Paul M. AccardiNewburyport
- Dylan M. BurlingNewburyport · Certified Financial Planner
- William M. ElwellNewburyport
- Zachary S. GolubNewburyport
- Stephen D. McFeelyNewburyport · Chartered Financial Analyst
- Michael J. MurphyNewburyport
- Brian D. RybickiNewburyport · Certified Financial Planner
- Corey A. ScruppsNewburyport
Every advisor at LPL Financial LLC →LPL Financial LLC: assets, clients and custodians →LPL Financial news, moves and payouts →Financial advisors in Newburyport, MA →Every LPL Financial LLC advisor in Newburyport →Advisor Moves: who changed firms this week →