Courtney
Summa
Centerpoint Advisors, LLC
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About this Advisor
Courtney Summa is a financial advisor operating out of Needham Heights, Massachusetts who has 5 years of relevant experience. Summa is an advisor for Centerpoint Advisors, LLC. Their career trajectory has included roles at Wareham Flagship Cinemas, West Acres Rehabilitation And Nursing Center, Roger Williams University and Centerpoint Advisors, LLC. Summa maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Massachusetts. Centerpoint Advisors, LLC is a registered investment firm based in Needham Heights, MA. It oversees $520 million in assets under management between its 949 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 949 accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets. Centerpoint Advisors, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically depend on which services are provided. However, fees billed by Centerpoint Advisors, LLC can be comprised of any blend of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centerpoint Advisors, LLC Brokerage Details
$520,208,285
12
949
$548,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Courtney Summa Work History
Courtney has been registered as a financial advisor for 5 years.*
Centerpoint Advisors, LLC
Centerpoint Advisors, LLC
West Acres Rehabilitation And Nursing Center
Roger Williams University
Wareham Flagship Cinemas
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Courtney Summa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Centerpoint Advisors, LLC
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
Needham Heights, MA
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