John
Wolfsberg
Centerpoint Advisors, LLC
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About this Advisor
John Wolfsberg is a financial advisor operating in Needham Heights, Massachusetts, who has 5 years of relevant experience. Wolfsberg is an employee of Centerpoint Advisors, LLC. Their career trajectory has included roles at Detwiler Fenton, State Street Bank, Gw&K Investment Management, Centerpoint Advisors, LLC, Charlie Horse Resteraunt, Humboldt Moving Company, Splitsville At Howl At The Moon and Stonehill College. Wolfsberg holds a Series 65 license, designating them as an investment advisor representative, and can work in Massachusetts. Centerpoint Advisors, LLC is a financial advisory firm that has its headquarters in Needham Heights, MA. It oversees $520 million in assets under management across its 949 accounts, placing it among the bigger firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 949 accounts, just 13% are held by high-net-worth individuals who have more than $1 million in investable assets. Centerpoint Advisors, LLC offers a few 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 vary depending on the financial services provided. However, fee types billed by Centerpoint Advisors, LLC likely are comprised 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
John Wolfsberg Work History
John has been registered as a financial advisor for 5 years.*
Centerpoint Advisors, LLC
State Street Bank
Gw&K Investment Management
State Street Bank
Charlie Horse Resteraunt
Splitsville At Howl At The Moon
Detwiler Fenton
Humboldt Moving Company
Stonehill College
*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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