RC
RC

Rosalie Cryan

5 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
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Location

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

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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.

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Other Business Activities

Rosalie is associated with Goodman Advisory Group, LLC as a DBA for LPL business and as a Registered Investment Advisor Hybrid, providing administrative support. These activities are investment-related and take up Rosalie's full-time commitment.

Employment History
Current Registrations
Goodman Advisory Group, LLC
February 2023 - Present · 3 yrs
LPL Financial LLCBroker
January 2020 - Present · 6 yrs 1 mo
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.