Courtney
Summa

Centerpoint Advisors, LLC

CRD#6363430
Investment Advisor
in Needham Heights, MA

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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

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

175 Highland Avenue Suite 302
Needham Heights, MA 02494

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Centerpoint Advisors, LLC Brokerage Details

Total Assets Under Management

$520,208,285

MA Average: $16,012,751,954
Total Number of Employees

12

MA Average: 118
Total Number of Accounts

949

MA Average: 4,567
Average Account Size

$548,165

MA Average: $3,506,186

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.*

2015 - Present (9 years)

Centerpoint Advisors, LLC

2014 - 2015 (1 year)

Centerpoint Advisors, LLC

2011 - 2014 (3 years)

West Acres Rehabilitation And Nursing Center

2011 - 2014 (3 years)

Roger Williams University

2009 - 2013 (4 years)

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

John Wolfsberg
Needham Heights, MA
Mark Barry
Needham Heights, MA
Lori Patterson
Needham Heights, MA
Ashley Agnew
Needham Heights, MA
Courtney Summa
Needham Heights, MA
Kevin Donohue
Needham Heights, MA
Robert Norris
Needham Heights, MA
John Wolfsberg
Needham Heights, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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