Goodman Advisory Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 285637
- SEC number
- 801-108671
- Firm type
- RIA
- Assets under management
- $415.5M as of Mar 12, 2026
- Website
- www.linkedin.com/COMPANY/GOODMAN-ADVISORY-GROUP-LLC ↗
- Phone
- (781) 559-0320
- Address
- 160 Gould St, Needham, MA, 02494
Advisors at this firm
6 in our index · page 1 of 1
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Brad Edward BarthelemyCRD 7073363 · Needham, MAIA RegisteredBroker
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Rosalie CryanCRD 6975772 · Needham, MAIA RegisteredBroker
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Deborah Nicole GoodmanCRD 5331474 · Needham, MAIA RegisteredBroker
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Steven Martin GoodmanCRD 1826850 · Needham, MAIA RegisteredBroker
-
Bernard John LynchCRD 5764980 · Needham, MAIA RegisteredBroker
-
Joseph Paul RofinoCRD 6057255 · Needham, MAIA RegisteredBroker
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 285637 ↗
FINRA BrokerCheck record for firm CRD 285637 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.