Joseph
Rofino
Goodman Advisory Group, LLC
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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
Services Offered
Fee Structure
Office Location
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Goodman Advisory Group, LLC Brokerage Details
$297,106,694
8
776
$382,869
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
Goodman Advisory Group, LLC
Lpl Financial, LLC
Morgan Stanley
Morgan Stanley Smith Barney
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
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
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