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Olga Poltoratskaya Okaty

Centerpoint Advisors, LLC

Needham, MA

CRD 5493555

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Employer firm

Centerpoint Advisors, LLC CRD 156698

$732M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Centerpoint Advisors, Llc

175 Highland Avenue Suite 302, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2011-08-02
  • MA RA
    APPROVED
    Since 2011-08-02

Branch Locations

175 Highland Avenue Suite 302, Needham, MA 02494 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Centerpoint Advisors, Llc Newton MA 05/2006 Present
Arthur W. Wood Company, Inc. Boston MA 04/2016 04/2021
Previous Registrations
Other Businesses

FINANCIAL PLANNING & WEALTH MANAGEMENT, CENTERPOINT ADVISORS, LLC AN INVESTMENT RELATED BUSINESS. 160 HOURS/MONTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-06
  • S66 Uniform Combined State Law Examination
    2008-06-06
Other Names
  • Olga Poltoratskaya
  • Olga Poltoratskaya
  • Olga Okaty
  • Olga Okaty
  • Olga Poltoratskaya Okaty
  • Olga Poltoratskaya Okaty

View on SEC IAPD

Nearby Firms

ARMSTRONG ADVISORY GROUP INC.
OSAIC WEALTH, INC.
GOODMAN ADVISORY GROUP, LLC

Nearby Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON

Nearby Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA

More in Needham, MA

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