John
Wolfsberg
Centerpoint Advisors, LLC
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About this Advisor
John Wolfsberg is a financial advisor based out of Needham Heights, Massachusetts with 12 years of industry experience. Wolfsberg currently works for Centerpoint Advisors, LLC. Over the course of their career, Wolfsberg has held roles at Centerpoint Advisors, LLC, Detwiler Fenton Wealth Management, Arthur W. Wood Company, Inc and Detwiler Fenton & Co. Wolfsberg holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts. Centerpoint Advisors, LLC is a financial advisory company based in Needham Heights, MA. It administers $520 million in total assets among its 949 client accounts, making it one of the bigger firms in the country by assets under management. The firm advises one charitable organizations. Of its 949 client accounts, just 13% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Centerpoint Advisors, LLC most likely include 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
John Wolfsberg Work History
John has been registered as a financial advisor for 12 years.*
Arthur W. Wood Company, Inc
Centerpoint Advisors, LLC
Detwiler Fenton & Co
Detwiler Fenton Wealth Management
*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 John Wolfsberg 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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