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).

Current Firm Details
175 Highland Avenue, Suite 302, Needham, MA 02494
https://www.facebook.com/centerpointadvisors/
By the Numbers
  • Total Assets Under Management
    605
    MILLION
  • Total Number of Accounts
    990
    ACCOUNTS
  • Average Account Value
    $611,138
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
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 - 10 of 10 top financial advisors.
1
Ashley Agnew, financial advisor Needham MA
Ashley R. Agnew
CRD#: 6405198
175 Highland Avenue, Suite 302, Needham, MA 02494

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.

2
Mark Barry, financial advisor Needham MA
Mark J. Barry
CRD#: 6121326
175 Highland Avenue, Suite 302, Needham, MA 02494

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.

3
Olga Okaty, financial advisor Needham MA
Olga P. Okaty
CRD#: 5493555
175 Highland Avenue, Suite 302, Needham, MA 02494

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.

4
Lori Patterson, financial advisor Needham MA
Lori D. Patterson
CRD#: 3206154
175 Highland Avenue, Suite 302, Needham, MA 02494

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.

5
Courtney Summa, financial advisor Needham MA
Courtney C. Summa
CRD#: 6363430
175 Highland Avenue, Suite 302, Needham, MA 02494

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.

6
Jennifer Wolfsberg, financial advisor Needham MA
Jennifer M. Wolfsberg
CRD#: 2764373
175 Highland Avenue, Suite 302, Needham, MA 02494

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.

7
John Wolfsberg, financial advisor Needham MA
John E. Wolfsberg
CRD#: 2302544
175 Highland Avenue, Suite 302, Needham, MA 02494

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.

8
John Wolfsberg, financial advisor Needham MA
John D. Wolfsberg
CRD#: 6222573
175 Highland Avenue, Suite 302, Needham, MA 02494

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.

9
Kevin Donohue, financial advisor Needham MA
Kevin F. Donohue
CRD#: 7282380
175 Highland Avenue, Suite 302, Needham, MA 02494

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.

10
Robert Norris, financial advisor Needham MA
Robert A. Norris
CRD#: 7083278
175 Highland Avenue, Suite 302, Needham, MA 02494

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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