Mark
Barry
Centerpoint Advisors, LLC
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About this Advisor
Mark Barry is a financial advisor based in Needham Heights, Massachusetts, working with Centerpoint Advisors, LLC. Mark has previously held positions at Detwiler Fenton Wealth Management, Centerpoint Advisors, and Arthur W. Wood Company, Inc. Mark has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Mark is part of Centerpoint Advisors, LLC, which operates out of Needham Heights, Massachusetts. The firm has 13 employees and manages assets totaling $605.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Centerpoint Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centerpoint Advisors, LLC Brokerage Details
$605,026,533
13
990
$611,138
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mark Barry Work History
Arthur W. Wood Company, Inc
Centerpoint Advisors
Detwiler Fenton Wealth Management
Disclosures
Please visit the SEC profile of Mark Barry 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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