SG
CFP
SG
CFP

Steven Martin Goodman

37 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
438 clients
Average Client Portfolio
$846K average
Assets Under Management
$370.4M

Fee Structure

Minimum Investment:$1M
Loading...

Location

160 Gould St, Suite 102, Needham, MA, 02494

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Steven operates Goodman Advisory Group as a DBA for his LPL business and as a Registered Investment Advisor. He dedicates nearly full-time hours to these activities, providing financial planning and consulting services.

Employment History
Current Registrations
Goodman Advisory Group, LLC
January 2017 - Present · 9 yrs 1 mo
LPL Financial LLCBroker
September 1995 - Present · 30 yrs 5 mos
Previous Registrations
LPL Financial LLC
January 2006 - April 2017 · 11 yrs 3 mos
Chubb Securities CorporationBroker
November 1990 - October 1995 · 4 yrs 11 mos
American Express Financial Advisors INC.Broker
April 1988 - October 1990 · 2 yrs 6 mos
Ids Life Insurance CompanyBroker
April 1988 - October 1990 · 2 yrs 6 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.