Steven Goodman (CRD# 1826850) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 35 years of experience in the finance industry. Steven Goodman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goodman Advisory Group, LLC | Needham, MA | Jan 2017 - Current | 7 |
| Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | Needham, MA | Sep 1995 - Current | 28 |
| Steven M. Goodman, Cfp(ria) | Canton, MA | Sep 1995 - Jan 2017 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1988 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1996 |
- MA
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Total Assets Under Management297MILLIONS
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Total Number of Accounts776ACCOUNTS
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Average Account Value$382,869
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, MA, NH, TX
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