Sean Goodman, financial advisor Houston TX
93 score

Sean Goodman

CRD Number: 5880657
Current Firm: Strategic Advisers, Inc.

Sean Goodman (CRD# 5880657) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Houston, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Merrimack, NH Jan 2011 - Current 5
Brinker International Lowell, MA Jun 2008 - Jan 2011 2
Jeanne D' Arc Credit Union Chelmsford, MA Sep 2009 - Jul 2010 < 1
University Of Ma Lowell, MA Sep 2007 - May 2009 1
Hyaluron Inc. Burlington, MA May 2008 - Sep 2008 < 1
On The Border Tyngsboro, MA May 2006 - Sep 2008 2
Merrimack College Andover, MA Sep 2004 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Sean B. Goodman
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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