Centerpoint Advisors, LLC
Centerpoint Advisors, LLC (CRD# 156698) is a financial advisory firm headquartered in Needham, MA. They manage $605,026,533 in 990 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management605MILLION
-
Total Number of Accounts990ACCOUNTS
-
Average Account Value$611,138
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, NH, NY, TX
Ashley Agnew (CRD# 6405198) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 5 years of experience in the finance industry.
Mark Barry (CRD# 6121326) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 11 years of experience in the finance industry.
Olga Okaty (CRD# 5493555) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 15 years of experience in the finance industry.
Lori Patterson (CRD# 3206154) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 23 years of experience in the finance industry.
Courtney Summa (CRD# 6363430) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 6 years of experience in the finance industry.
Jennifer Wolfsberg (CRD# 2764373) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 27 years of experience in the finance industry.
John Wolfsberg (CRD# 2302544) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 29 years of experience in the finance industry.
John Wolfsberg (CRD# 6222573) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 6 years of experience in the finance industry.
Kevin Donohue (CRD# 7282380) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 3 years of experience in the finance industry.
Robert Norris (CRD# 7083278) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 5 years of experience in the finance industry.