Centerpoint Advisors LLC
Legal Name: CENTERPOINT ADVISORS, LLC
Full Contact Details
Centerpoint Advisors LLC
175 HIGHLAND AVENUE, SUITE 302, NEEDHAM, MA
(781) 400-1748
(781) 400-1749
Other Info
Centerpoint Advisors LLC, legally named CENTERPOINT ADVISORS, LLC, is a Massachusetts-based Limited Liability Company with a team of 10 employees, 5 of whom work as advisors. The firm's clientele information is not publicly available; however, it has been approved by the U.S. Securities and Exchange Commission (SEC) and holds a registration date of Jul 26, 2011.
Centerpoint Advisors - Needham, MA
We are a team of wealth and investment specialist who understand not only planning and investing but also the value of making connections and contributions beyond the numbers.
Direct Owners
-
JENNIFER MICHELLE WOLFSBERG
MANAGING MEMBER / CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
-
JOHN EDWARD WOLFSBERG
MANAGING MEMBER AND DIRECTOR OF FIXED INCOME owns more than 25% but less than 50%