Unclaimed Profile

Richard Joseph Wojcik

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC·BURLINGTON, Massachusetts

SIE, Series 1, Series 7TO, Series 24, Series 31, Series 51, Series 6331 years registeredNEW ENGLAND FINANCIAL PLANNING GROUP, LLC

69 WINN STREET, BURLINGTON, MA 01803CRD# 471029Firm CRD# 105254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Joseph Wojcik · BURLINGTON, MA

Registration

CRD #471029 · NEW ENGLAND FINANCIAL PLANNING GROUP, LLC · 31 years registered

Brand Profile

Not yet started

Career History

NEFPG

May 1995 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Feb 2016 – Jul 2020

BURLINGTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 31

Series 51

Series 63

Registration record

First registered · May 9, 1995

Years registered · 31

Disclosure History

2015Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC

CRD 105254 · SEC 801-17130

AUM

$220M

Regulatory assets under management

Employees

708 client accounts

Services offered by NEW ENGLAND FINANCIAL PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEW ENGLAND FINANCIAL PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Joseph Wojcik offer?

Richard Joseph Wojcik specializes in Financial Planning, Investment Management. Contact their office in BURLINGTON, Massachusetts for a consultation.

What are Richard Joseph Wojcik's credentials?

Richard Joseph Wojcik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Joseph Wojcik located?

Richard Joseph Wojcik is based in BURLINGTON, Massachusetts, working with NEW ENGLAND FINANCIAL PLANNING GROUP, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

How does Richard Joseph Wojcik charge for services?

Richard Joseph Wojcik's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEW ENGLAND FINANCIAL PLANNING GROUP, LLC?

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC has approximately 6 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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