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CENTERPOINT ADVISORS, LLC
CENTERPOINT ADVISORS, LLC
NEEDHAM, Massachusetts
·
3 registered advisors
·
CRD# 156698
SEC# 801-72619
0
(781) 400-1748
01
Firm Overview
AUM
$605M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CENTERPOINT ADVISORS, LLC
3 registered advisors
Jennifer Michelle Wolfsberg
NEEDHAM, Massachusetts
CRD# 2764373
John Edward Wolfsberg
NEEDHAM, Massachusetts
CRD# 2302544
Richard Wayne Greene
NEEDHAM, Massachusetts
CRD# 835724
05
Office Locations
NEEDHAM, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. CENTERPOINT ADVISORS, LLC (CRD# 156698) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.