Olga Okaty, financial advisor Needham MA
93 score

Olga Okaty

CRD Number: 5493555
Current Firm: Centerpoint Advisors, LLC

Olga Okaty (CRD# 5493555) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Detwiler Fenton Wealth Management Boston, MA Dec 2012 - Current 4
Centerpoint Advisors, LLC Newton, MA May 2006 - Current 10
National Asset Management, Inc. Newton, MA Oct 2008 - Dec 2012 4
National Securities Corporation Newton, MA May 2006 - Dec 2012 6
Brandeis University Waltham, MA May 2002 - May 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Olga P. Okaty
Phone Number: (781) 400-1748
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $387,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CT, FL, MA, NH, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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