Unclaimed Profile

Joseph Paul Rofino

GOODMAN ADVISORY GROUP, LLC·NEEDHAM, Massachusetts

Clean recordGOODMAN ADVISORY GROUP, LLC

197 FIRST AVENUE, NEEDHAM, MA 02494CRD# 6057255Firm CRD# 285637

Profile Verification

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

Identity

Joseph Paul Rofino · NEEDHAM, MA

Registration

CRD #6057255 · GOODMAN ADVISORY GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph Paul Rofino 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

GOODMAN ADVISORY GROUP, LLC

AUM

$297M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6057255

Firm CRD# 285637

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Frequently Asked Questions

What services does Joseph Paul Rofino offer?

Joseph Paul Rofino specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are Joseph Paul Rofino's credentials?

Joseph Paul Rofino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Paul Rofino located?

Joseph Paul Rofino 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 Joseph Paul Rofino charge for services?

Joseph Paul Rofino'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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