Joseph
Rofino

Goodman Advisory Group, LLC

CRD#6057255
Investment Advisor
in Needham Heights, MA

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About this Advisor

Joseph Rofino is a financial advisor based in Needham Heights, Massachusetts, working with Goodman Advisory Group, LLC. Joseph has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley, Lpl Financial, LLC, and Goodman Advisory Group, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Joseph is part of Goodman Advisory Group, LLC, which operates out of Needham Heights, Massachusetts. The firm has 8 employees and manages assets totaling $297.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Goodman Advisory Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

197 First Avenue Suite 130
Needham Heights, MA 02494

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Goodman Advisory Group, LLC Brokerage Details

Total Assets Under Management

$297,106,694

MA Average: $16,012,751,954
Total Number of Employees

8

MA Average: 118
Total Number of Accounts

776

MA Average: 4,567
Average Account Size

$382,869

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Rofino Work History

2017 - Present (7 years)

Goodman Advisory Group, LLC

2016 - Present (8 years)

Lpl Financial, LLC

2015 - 2016 (1 year)

Morgan Stanley

2012 - 2015 (3 years)

Morgan Stanley Smith Barney

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Disclosures

Please visit the SEC profile of Joseph Rofino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Goodman Advisory Group, LLC

Brad Barthelemy
Needham Heights, MA
Rosalie Cryan
Needham Heights, MA
Joseph Rofino
Needham Heights, MA
Deborah Goodman
Needham Heights, MA
Steven Goodman
Needham Heights, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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