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LG

Lee J. Goodman

METRIC FINANCIAL
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 7867179
LG

Professional summary

Lee Jay Goodman is a registered financial professional currently at METRIC FINANCIAL, LLC located in Atlanta, Georgia.

Lee is registered as a RR (Registered Representative) and started their career in finance in 2024. Lee has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lee Jay Goodman's CRS (Customer Relationship Summary).
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

April 1, 2025 - Present

METRIC FINANCIAL, LLC

Office #1: 1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
BD
CRD#: 33324
Atlanta, GA
Past

March 8, 2024 - March 28, 2025

ARKADIOS CAPITAL

BD
CRD#: 282710
ATLANTA, GA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/10/2025)
RR
California
(6/10/2025)
RR
Florida
(4/1/2025)
RR
Georgia
(6/10/2025)
RR
Illinois
(4/1/2025)
RR
Michigan
(6/10/2025)
RR
Minnesota
(6/10/2025)
RR
New Jersey
(6/10/2025)
RR
New York
(4/1/2025)
RR
North Carolina
(6/10/2025)
RR
Ohio
(4/1/2025)
RR
Pennsylvania
(4/1/2025)
RR
Texas
(4/1/2025)
RR
Virginia
(6/10/2025)
RR
Washington
(6/10/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/23/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/8/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/3/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MF
METRIC FINANCIAL, LLC
METRIC FINANCIAL INC. | NEWBURY, PIRET SECURITIES, INC. | NEWBURY, PIRET & CO., INC. | NEWBURY PIRET COMPANY | NEWBURY PIRET & CO. | METRIC FINANCIAL, LLC

CRD#: 33324 / SEC#: , 8-46684

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Mailing Address
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
Phone number
(678) 528-1151
Established
Georgia since 05/01/1981
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GRELLA MANAGEMENT LLC.MEMBER
GRELLA, JOHN EDWARDCEO6757707
JONES, SHARON DOSTERFINOP/PFO/POO/CCO3124470

Disclosures

Regulatory Event1

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.

Company Information

METRIC FINANCIAL, LLC

CRD#: 33324Atlanta, GA 30309

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