Steven
Goodman
Goodman Advisory Group, LLC
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About this Advisor
Steven Goodman is a financial advisor based in Needham Heights, Massachusetts, working with Goodman Advisory Group, LLC. Steven has previously held positions at Lpl Financial, LLC (formerly Linsco/Private Ledger Corp.), Steven M. Goodman, CFP®(Ria), and Goodman Advisory Group, LLC. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Steven 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
Steven Goodman Work History
Goodman Advisory Group, LLC
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Steven M. Goodman, CFP®(Ria)
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 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.
