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Principal, Portfolio Manager · Goodman Advisory Group, LLC

Joseph P. Rofino

CRD 6057255 · 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 Joseph P. Rofino on its Form ADV as Principal, Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Joseph’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

  • Deborah N. GoodmanManaging Member, President and Chief Compliance Officer, Goodman Advisory Group, LLC

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