Robert
Norris
Centerpoint Advisors, LLC
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About this Advisor
Robert Norris is a financial advisor working in Needham Heights, Massachusetts with 4 years of industry experience. Norris is currently employed by Centerpoint Advisors, LLC. The advisor has gained experience at Centerpoint Advisors, Macatawa Bay Junior Association and Bryant University. Norris maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Massachusetts. Centerpoint Advisors, LLC is a business based out of Needham Heights, MA. It handles $520 million in assets among its 949 accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 949 customer accounts, just 13% belong to high-net-worth investors who have at least $1 million in investable assets. Centerpoint Advisors, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on the type of services provided. Fees charged 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$520,208,285
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
12
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949
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$548,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Robert Norris Work History
Robert has been registered as a financial advisor for 4 years.*
Centerpoint Advisors
Centerpoint Advisors
Bryant University
Macatawa Bay Junior Association
*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 Robert Norris 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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