Goodman Advisory Group, LLC

Goodman Advisory Group, LLC (CRD# 285637) is a financial advisory firm headquartered in Needham, MA. They manage $259,120,028 in 747 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Goodman Advisory Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David L. Barlow
CRD#: 4948712
197 First Avenue, Suite 130, Needham, MA 02494

David Barlow (CRD# 4948712) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 18 years of experience in the finance industry.

2
Deborah N. Goodman
CRD#: 5331474
197 First Avenue, Suite 130, Needham, MA 02494

Deborah Goodman (CRD# 5331474) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 16 years of experience in the finance industry.

3
Steven M. Goodman
CRD#: 1826850
197 First Avenue, Suite 130, Needham, MA 02494

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.

4
Joseph P. Rofino
CRD#: 6057255
197 First Avenue, Suite 130, Needham, MA 02494

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.

5
Brad E. Barthelemy
CRD#: 7073363
197 First Avenue, Suite 130, Needham, MA 02494

Brad Barthelemy (CRD# 7073363) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has 1 year of experience in the finance industry.

6
Rosalie Cryan
CRD#: 6975772
197 First Avenue, Suite 130, Needham, MA 02494

Rosalie Cryan (CRD# 6975772) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 3 years of experience in the finance industry.

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