TG

Theodore J. Goodyear

ABBEY HILL FINANCIAL ADVISORS
Oro Valley, AZ
Some features on this profile are disabled
CRD#: 7157987
TG

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.
The advisor shows no other business activity.

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.

BD
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)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 8/30/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam

Current Firm


AH
ABBEY HILL FINANCIAL ADVISORS, LLC
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)
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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
1

Regulatory assets under management


Total Number of Accounts182
AUM (Assets Under Management)$ 85,902,261

Red Flags


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Company Information


ABBEY HILL FINANCIAL ADVISORS, LLC

CRD#: 126813Oro Valley, AZ

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