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CENTERPOINT ADVISORS, LLC

NEEDHAM, MA · CRD 156698 · IAPD ↗ · (781) 400-1748

$731.9MRegulatory AUM
7Advisory reps
12Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — CENTERPOINT ADVISORS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.