Centerpoint Advisors, LLC

Centerpoint Advisors, LLC (CRD# 156698) is a financial advisory firm headquartered in Needham, MA. They manage $230,411,904 in 594 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Centerpoint Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Richard W. Greene
CRD#: 835724
175 Highland Avenue, Suite 302, Needham, MA 02494
93
Wealthminder
score

Richard Greene (CRD# 835724) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 31 years of experience in the finance industry.

2
Olga P. Okaty
CRD#: 5493555
175 Highland Avenue, Suite 302, Needham, MA 02494
93
Wealthminder
score

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.

3
Lori D. Patterson
CRD#: 3206154
175 Highland Avenue, Suite 302, Needham, MA 02494
93
Wealthminder
score

Lori Patterson (CRD# 3206154) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 16 years of experience in the finance industry.

4
Jennifer M. Wolfsberg
CRD#: 2764373
175 Highland Avenue, Suite 302, Needham, MA 02494
93
Wealthminder
score

Jennifer Wolfsberg (CRD# 2764373) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 20 years of experience in the finance industry.

5
John E. Wolfsberg
CRD#: 2302544
175 Highland Avenue, Suite 302, Needham, MA 02494
93
Wealthminder
score

John Wolfsberg (CRD# 2302544) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 21 years of experience in the finance industry.

6
Mark J. Barry
CRD#: 6121326
175 Highland Avenue, Suite 302, Needham, MA 02494
90
Wealthminder
score

Mark Barry (CRD# 6121326) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 3 years of experience in the finance industry.

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