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Lawrence Ross Goodfriend

Investment adviser representative at Composition Wealth, LLC
32 yearsExperience
1 stateRegistered in
$9.5BFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

32 years in the industry.

  1. Composition Wealth, LLCMay 2016 to now
  2. Goodfriend Jacobs Bleeck & Breslow LLPJul 1994 to now
  3. Ocean Avenue Energy Partners, LLCNov 2013 to Dec 2017
  4. Ocean Avenue Capital Advisors, Inc.Jul 2008 to Dec 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (CA).

Composition Wealth, LLC

$9.5BAssets managed
3,986Clients
79Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5569701
Firm CRD
143483
Advisor's SEC record (opens in a new tab)
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