Adviser and broker representative · Goodman Advisory Group, LLC
Brad E. Barthelemy
CRD 7073363 · Needham, MA
At a glance
Brad E. Barthelemy is an investment adviser representative with Goodman Advisory Group, LLC in Needham, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brad’s SEC record dates to 2023, about 2 years ago. Brad is also registered as a broker representative.
Current advisory firm
- Goodman Advisory Group, LLCSince November 2023Needham, MA · $415M in regulatory assets
SEC adviser record
- Registered since
- 2023 (2 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.