Theodore J. Goodyear

ABBEY HILL FINANCIAL ADVISORS

Oro Valley, AZ

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CRD#: 7157987

Professional summary

Theodore J Goodyear, who also goes by Theodore Goodyear, Ted Goodyear, is a registered financial advisor currently at ABBEY HILL FINANCIAL ADVISORS, LLC located in Oro Valley, Arizona.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Theodore has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Theodore Goodyear | Ted Goodyear

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Aether Investments LLC Investment Related Real Estate Founder 11890 N. Deerclover Lane, Oro Valley, AZ 85737 Start Date: 212023 10 Hours/mo Property owner and Drone Videographer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore J Goodyear's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 15, 2025 - Present

ABBEY HILL FINANCIAL ADVISORS, LLC

RIA

CRD#: 126813

Oro Valley, AZ

Past

August 30, 2019 - October 8, 2020

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(8/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/5/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 8/30/2019

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 8/24/2019

Securities Industry Essentials Examination

Current Firm

ABBEY HILL FINANCIAL ADVISORS, LLC

CRD#: 126813 / SEC#:

Arizona

Registered Investment Advisory firm - (8/13/2021 Approved)

California

Registered Investment Advisory firm - (4/4/2021 Terminated)

Minnesota

Registered Investment Advisory firm - (1/2/2004 Approved)

Texas

Registered Investment Advisory firm - (11/10/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Tuscon, AZ

Mailing Address

Phone number

(952) 270-9223

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	182
AUM (Assets Under Management)	$ 85,902,261

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Theodore J. Goodyear

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore J Goodyear's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABBEY HILL FINANCIAL ADVISORS, LLC

DEUTSCHE BANK SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2025

Series 63

Date: 9/5/2019

Series 79TO

Date: 8/30/2019

SIE

Date: 8/24/2019

Current Firm

ABBEY HILL FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ABBEY HILL FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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