Joseph Logrippo, financial advisor Needham MA
93 score

Joseph Logrippo

CRD Number: 4607249
Current Firm: Goodman Advisory Group, LLC

Joseph Logrippo (CRD# 4607249) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Goodman Advisory Group, LLC Needham, MA Oct 2017 - Current < 1
Lpl Financial, LLC Needham, MA Aug 2014 - Current 3
Shepherd Financial Partners Winchester, MA Jun 2015 - Oct 2017 2
Flagship Harbor Advisors, LLC Boston, MA Aug 2014 - Mar 2015 < 1
Axa Distributors, LLC New York, NY Aug 2007 - Jul 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2003
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Joseph A. Logrippo
Phone Number: (781) 559-0320
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
Types of Clients
Registered States


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

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