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Deborah Nicole Goodman

GOODMAN ADVISORY GROUP, LLC·NEEDHAM, Massachusetts
Clean recordGOODMAN ADVISORY GROUP, LLC
197 FIRST AVENUE, NEEDHAM, MA 02494CRD# 5331474Firm CRD# 285637

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deborah Nicole Goodman · NEEDHAM, MA
Registration
CRD #5331474 · GOODMAN ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Deborah Nicole Goodman is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with GOODMAN ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
GOODMAN ADVISORY GROUP, LLC
GOODMAN ADVISORY GROUP, LLC
AUM
$297M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GOODMAN ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5331474
Firm CRD# 285637
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deborah Nicole Goodman offer?
Deborah Nicole Goodman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Deborah Nicole Goodman's credentials?
Deborah Nicole Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Nicole Goodman located?
Deborah Nicole Goodman is based in NEEDHAM, Massachusetts, working with GOODMAN ADVISORY GROUP, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Deborah Nicole Goodman charge for services?
Deborah Nicole Goodman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOODMAN ADVISORY GROUP, LLC?
GOODMAN ADVISORY GROUP, LLC has approximately 8 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GOODMAN ADVISORY GROUP, LLC

Steven Martin Goodman
NEEDHAM, MA
Joseph Paul Rofino
NEEDHAM, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
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Research
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