Rosalie Cryan has been an investment adviser representative at Goodman Advisory Group since February 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 · 3 yearsNeedham, MA · Adviser representative · Firm CRD 285637
Investment adviser representative registrations
Rosalie Cryan is registered as an investment adviser representative in Massachusetts, since February 2023.
- MassachusettsSince 27 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 October 2020 |
| Series 7TO | General Securities Representative Examination | 17 January 2020 |
| SIE | Securities Industry Essentials Examination | 27 September 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6975772
- 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
- January 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Rosalie Cryan work?
Rosalie Cryan is an investment adviser representative registered through Goodman Advisory Group, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Rosalie Cryan a financial advisor?
Yes. Rosalie Cryan has a current investment-adviser registration in Massachusetts, through Goodman Advisory Group since February 2023.
How many years of experience does Rosalie Cryan have?
Rosalie Cryan has 6 years in the financial industry, since January 2020, across 1 adviser firm.
What exams has Rosalie Cryan passed?
Rosalie Cryan has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2019.
Where is Rosalie Cryan based?
Rosalie Cryan’s registered office is in Needham, MA.
Is Rosalie Cryan registered with FINRA?
Yes. Rosalie Cryan has a current broker registration, under CRD 6975772.
Source: FINRA BrokerCheck
How can I verify Rosalie Cryan’s record?
Search CRD 6975772 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Rosalie Cryan’s full registration record.
