Carl Goodman

Employer firm

Goodman Asset Management, Inc. CRD 128643

$33.6M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1993 → Present
  Goodman Asset Management, Inc.
  Framingham, MA
• 08/1989 → Present
  Carl L. Goodman, Cpa
  Framingham, MA

Other Businesses

MR. GOODMAN IS IN PRACTICE AS A CPA AS A SOLE PROPRIETOR. THE ADDRESS IS 50 CARTER DRIVE FRAMINGHAM, MA.01701 MR. GOODMAN OWNS 100% OF THE CPA PRACTICE AND THE INVESTMENT ADVISOR CORPORATION. THE NUMBER OF HOURS PER MONTH DEVOTED TO THE CPA PRACTICE IS APPROXIMATLY 50% OF MR. GOODMAN'S TIME.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-13

Designations

• Personal Financial Specialist