Centerpoint Advisors, LLC

CRD 156698 · Needham, MA · $731.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 156698
SEC number: 801-72619
Firm type: RIA
Assets under management: $731.9M as of Mar 31, 2026
Website: www.linkedin.com/COMPANY/CENTERPOINT-ADVISORS-LLC. ↗
Phone: (781) 400-1748
Address: 175 Highland Avenue, Needham, MA, 02494

Advisors at this firm

9 in our index · page 1 of 1

Mark Johnson BarryCRD 6121326 · Needham, MA

IA RegisteredRegistration inactive
Kevin Fitzgerald DonohueCRD 7282380 · Needham, MA

IA Registered
Robert Anthony NorrisCRD 7083278 · Needham, MA

IA Registered
Olga Poltoratskaya OkatyCRD 5493555 · Needham, MA

IA RegisteredRegistration inactive
Lori D PattersonCRD 3206154 · Needham, MA

IA RegisteredRegistration inactive
Courtney Claire SummaCRD 6363430 · Needham, MA

IA Registered
Jennifer Michelle WolfsbergCRD 2764373 · Needham, MA

IA RegisteredRegistration inactive
John Edward WolfsbergCRD 2302544 · Needham, MA

IA RegisteredRegistration inactive
John David WolfsbergCRD 6222573 · Needham, MA

IA Registered

Source & corrections

Where this page comes from

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