Steven
Goodman
Goodman Advisory Group, LLC
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About this Advisor
Steven Goodman is a certified financial planner who works out of Needham Heights, Massachusetts with a total of 6 years of industry experience. Goodman currently works for Goodman Advisory Group, LLC. Over the course of their career, they have held roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.), Steven M. Goodman, CFP®(Ria) and Goodman Advisory Group, LLC. Goodman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Goodman Advisory Group, LLC is an advisory business that has its headquarters in Needham Heights, MA. It oversees $259 million in assets between its 747 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 747 accounts, 43% belong to high-net-worth individuals who have more than $1 million in assets. Goodman Advisory Group, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management vary depending on which services the firm provides the client. However, fee types charged by Goodman Advisory Group, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goodman Advisory Group, LLC Brokerage Details
$259,120,028
6
747
$346,881
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
Steven Goodman Work History
Steven has been registered as a financial advisor for 6 years.*
Goodman Advisory Group, LLC
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Steven M. Goodman, CFP®(Ria)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Goodman 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
