Unclaimed Profile

Steven C Goodwin

B&L ASSET MANAGEMENT LLC·BOSTON, Massachusetts

Series 65Clean record28 years registeredB&L ASSET MANAGEMENT LLC

125 HIGH STREET, BOSTON, MA 02110CRD# 2850459Firm CRD# 108191

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven C Goodwin · BOSTON, MA

Registration

CRD #2850459 · B&L ASSET MANAGEMENT LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: B&L ASSET MANAGEMENT LLC

MCCARTER PRIVATE WEALTH SERVICES LLC

Apr 1998 – Feb 2025

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 1, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCCARTER PRIVATE WEALTH SERVICES LLC

CRD 108191 · SEC 801-54171

AUM

$381M

Regulatory assets under management

Employees

197 client accounts

Services offered by MCCARTER PRIVATE WEALTH SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MCCARTER PRIVATE WEALTH SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Steven C Goodwin offer?

Steven C Goodwin specializes in Investment Management.

What are Steven C Goodwin's credentials?

Steven C Goodwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven C Goodwin located?

Steven C Goodwin is based in BOSTON, Massachusetts, last registered with B&L ASSET MANAGEMENT LLC.

How does Steven C Goodwin charge for services?

Steven C Goodwin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is B&L ASSET MANAGEMENT LLC?

B&L ASSET MANAGEMENT LLC has approximately 5 employees and manages $381M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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