Brad Barthelemy has been an investment adviser representative at Goodman Advisory Group since November 2023, and is not listed among the firm’s executive officers or direct owners.
Goodman Advisory Group, LLC is a Needham, MA firm with $415M under management, 380 clients and 6 advisers in one office, as of its March 2026 filing.
- Goodman Advisory Group, LLCCurrent– present · 2 yearsNeedham, MA · Adviser representative · Firm CRD 285637
Investment adviser representative registrations
Brad Barthelemy is registered as an investment adviser representative in Massachusetts, since November 2023.
- MassachusettsSince 15 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 November 2022 |
| Series 7TO | General Securities Representative Examination | 12 February 2021 |
| SIE | Securities Industry Essentials Examination | 1 December 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Brad Edward Barthelemy
- CRD
- 7073363
- Firm
- Goodman Advisory Group · CRD 285637
- Office
- 160 GOULD ST, SUITE 102, Needham, MA 02494
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Brad Barthelemy work?
Brad Barthelemy is an investment adviser representative registered through Goodman Advisory Group, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Brad Barthelemy a financial advisor?
Yes. Brad Barthelemy has a current investment-adviser registration in Massachusetts, through Goodman Advisory Group since November 2023.
How many years of experience does Brad Barthelemy have?
Brad Barthelemy has 5 years in the financial industry, since February 2021, across 1 adviser firm.
What exams has Brad Barthelemy passed?
Brad Barthelemy has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2020.
Where is Brad Barthelemy based?
Brad Barthelemy’s registered office is in Needham, MA.
Is Brad Barthelemy registered with FINRA?
Yes. Brad Barthelemy has a current broker registration, under CRD 7073363.
Source: FINRA BrokerCheck
How can I verify Brad Barthelemy’s record?
Search CRD 7073363 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brad Barthelemy’s full registration record.
