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Steven Martin Goodman

GOODMAN ADVISORY GROUP, LLC·NEEDHAM, Massachusetts
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record20 years registeredGOODMAN ADVISORY GROUP, LLC
197 FIRST AVENUE,, NEEDHAM, MA 02494CRD# 1826850Firm CRD# 285637

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Martin Goodman · NEEDHAM, MA
Registration
CRD #1826850 · GOODMAN ADVISORY GROUP, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

GOODMAN ADVISORY GROUP, LLC
Jan 2017 – present
LPL FINANCIAL LLC
Jan 2006 – Apr 2017
FORT MILL, SC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 10, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOODMAN ADVISORY GROUP, LLC
CRD 285637 · SEC 801-108671
AUM
$297M
Regulatory assets under management
Employees
8
776 client accounts
Services offered by GOODMAN ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GOODMAN ADVISORY GROUP, LLC →
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05

Frequently Asked Questions

What services does Steven Martin Goodman offer?
Steven Martin Goodman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Steven Martin Goodman's credentials?
Steven Martin Goodman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Steven Martin Goodman located?
Steven Martin 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 Steven Martin Goodman charge for services?
Steven Martin 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

Deborah Nicole Goodman
NEEDHAM, MA
CFP
Joseph Paul Rofino
NEEDHAM, MA

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