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 32 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 9 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 17 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 21 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 22 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 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.