William Ryan Barbieri Reis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 06/2018
  Dairy Queen
  Milford, MA
• 06/2018 → Present
  U.S. Army National Guard
  Whitinsville, MA
• 05/2023 → Present
  Northeast Planning Associates, Inc.
  Canton, MA
• 05/2023 → Present
  Lpl Financial Llc
  Canton, MA
• 01/2015 → 06/2018
  Milford High School
  Milford, MA
• 05/2022 → 05/2023
  Planet Fitness
  Milford, MA

Other Businesses

1) 01/2025 - Northeast Planning Associates, Inc / DBA for LPL Business (entity for LPL business) - at reported business location (s) 160 Hrs per month - 100% Time Spent 2) 12/23/2025 - Northeast Planning Associates Inc. - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/15/2025 - 40 hours per month/ during trading - I provide financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 3) 12/26/2025 - U.S Army National Guard - Other - U.S Army National Guard - Signal NCO - Whitinsville, MA - Not Investment Related - Start Datye 12/09/2025 - 20 hours per month

Exams

• S66 Uniform Combined State Law Examination
  2025-11-25