CENTERPOINT ADVISORS, LLC
CRD #156698 SEC #801-72619 NEEDHAM, MA (781) 400-1748
SEC Registered
Total AUM
$687.7M
Discretionary
$668.9M
Employees
13
Clients
26
Accounts
1,020
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREENE, RICHARD, WAYNE | I | MANAGING PRINCIPAL EMERITUS | NA | |
| GREENE, RICHARD, WAYNE | I | MANAGING PRINCIPAL EMERITUS | NA | |
| GREENE, RICHARD, WAYNE | I | MANAGING PRINCIPAL EMERITUS | NA | |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | D | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | D | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | D | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | D | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | D | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | D | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | D | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | C | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | C | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | C | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | C | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | C | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | C | Control |
| GREENE, RICHARD, WAYNE | I | MANAGING MEMBER | C | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFSBERG, JENNIFER, MICHELLE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | MANAGING MEMBER AND DIRECTOR OF FIXED INCOME | C | Control |
| WOLFSBERG, JOHN, EDWARD | I | PRINCIPAL AND DIRECTOR OF FIXED INCOME | B | Control |
| WOLFSBERG, JOHN, EDWARD | I | PRINCIPAL AND DIRECTOR OF FIXED INCOME | B | Control |
| WOLFSBERG, JOHN, EDWARD | I | PRINCIPAL AND DIRECTOR OF FIXED INCOME | B | Control |
| WOLFSBERG, JOHN, EDWARD | I | PRINCIPAL AND DIRECTOR OF FIXED INCOME | B | Control |
| WOLFSBERG, JOHN, EDWARD | I | PRINCIPAL AND DIRECTOR OF FIXED INCOME | B | Control |
| WOLFSBERG, JOHN, EDWARD | I | PRINCIPAL AND DIRECTOR OF FIXED INCOME | B | Control |
| WOLFSBERG, JOHN, EDWARD | I | PRINCIPAL AND DIRECTOR OF FIXED INCOME | B | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (7)
CA CT FL MA NH NY TX
Address
175 HIGHLAND AVENUESUITE 302
NEEDHAM, MA 02494
United States
Phone: (781) 400-1748