Unclaimed Profile

Richard Wayne Greene

CENTERPOINT ADVISORS, LLC·NEEDHAM, Massachusetts

SIE, Series 3, Series 5, Series 7, Series 63, Series 65Clean record22 years registeredCENTERPOINT ADVISORS, LLC

175 HIGHLAND AVENUE, NEEDHAM, MA 02494CRD# 835724Firm CRD# 156698

Profile Verification

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

Identity

Richard Wayne Greene · NEEDHAM, MA

Registration

CRD #835724 · CENTERPOINT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CENTERPOINT ADVISORS, LLC

CENTERPOINT ADVISORS, LLC

Aug 2011 – Mar 2017

NEEDHAM, MA

NATIONAL ASSET MANAGEMENT, INC.

Jan 2006 – Sep 2011

NEWTON, MA

RBC DAIN RAUSCHER INC.

Nov 2003 – Feb 2005

WELLESLEY HILLS, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 63

Series 65

Registration record

First registered · November 4, 2003

Years registered · 22

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 Richard Wayne Greene offer?

Richard Wayne Greene specializes in Financial Planning, Investment Management, Wealth Management.

What are Richard Wayne Greene's credentials?

Richard Wayne Greene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Wayne Greene located?

Richard Wayne Greene is based in NEEDHAM, Massachusetts, last registered with CENTERPOINT ADVISORS, LLC.

How does Richard Wayne Greene charge for services?

Richard Wayne Greene'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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