Joseph Rofino, financial advisor Needham MA

Joseph Rofino

CRD Number: 6057255
Current Firm: Goodman Advisory Group, LLC

Joseph Rofino (CRD# 6057255) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 11 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Goodman Advisory Group, LLC Needham, MA Jan 2017 - Current 7
Lpl Financial, LLC Needham, MA Mar 2016 - Current 8
Morgan Stanley Middleton, MA Jul 2015 - Mar 2016 < 1
Morgan Stanley Smith Barney Middleton, MA Apr 2012 - Jul 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Joseph P. Rofino
Phone Number: (781) 559-0320
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    259
    MILLIONS
  • Total Number of Accounts
    747
    ACCOUNTS
  • Average Account Value
    $346,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MA, NH, TX

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