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Managing Member, President and Chief Compliance Officer · Goodman Advisory Group, LLC

Deborah N. Goodman

CRD 5331474 · Named on Form ADV at one SEC-registered adviser

At a glance

Goodman Advisory Group, LLC, an SEC-registered wealth manager based in Needham, MA with $415 million in regulatory assets, lists Deborah N. Goodman on its Form ADV as Managing Member, President and Chief Compliance Officer, a control person.

Firms and roles

  • Goodman Advisory Group, LLCManaging Member, President and Chief Compliance OfficerWealth manager · Needham, MA · $415M in regulatory assets

AtlasMembers

Deborah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Deborah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.