Unclaimed Profile

John Edward Wolfsberg

CENTERPOINT ADVISORS, LLC·NEEDHAM, Massachusetts

SIE, Series 7, Series 7TO, Series 63, Series 65Clean record18 years registeredCENTERPOINT ADVISORS, LLC

175 HIGHLAND AVENUE, NEEDHAM, MA 02494CRD# 2302544Firm CRD# 156698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Edward Wolfsberg · NEEDHAM, MA

Registration

CRD #2302544 · CENTERPOINT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CENTERPOINT ADVISORS, LLC

Aug 2011 – present

NATIONAL ASSET MANAGEMENT, INC.

Aug 2008 – Sep 2011

NEWTON, MA

BEAR, STEARNS & CO. INC.

Feb 2008 – May 2008

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · February 25, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CENTERPOINT ADVISORS, LLC

CRD 156698 · SEC 801-72619

AUM

$605M

Regulatory assets under management

Employees

990 client accounts

Services offered by CENTERPOINT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CENTERPOINT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Edward Wolfsberg offer?

John Edward Wolfsberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.

What are John Edward Wolfsberg's credentials?

John Edward Wolfsberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Edward Wolfsberg located?

John Edward Wolfsberg is based in NEEDHAM, Massachusetts, working with CENTERPOINT ADVISORS, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.

How does John Edward Wolfsberg charge for services?

John Edward Wolfsberg's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTERPOINT ADVISORS, LLC?

CENTERPOINT ADVISORS, LLC has approximately 13 employees and manages $605M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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