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Kevin Fitzgerald Donohue

Centerpoint Advisors, LLC

Needham, MA

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Current Employers
Centerpoint Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-09-09
  • MA RA
    APPROVED
    Since 2020-09-09

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
State Street Bank Boston MA 12/2014 05/2018
Brown Brothers Harriman Boston MA 05/2018 09/2019
Centerpoint Advisors, Llc Needham MA 09/2019 Present
Dedham Country Club Dedham MA 08/2013 10/2016
  • 12/2014 → 05/2018
    State Street Bank
    Boston, MA
  • 05/2018 → 09/2019
    Brown Brothers Harriman
    Boston, MA
  • 09/2019 → Present
    Centerpoint Advisors, Llc
    Needham, MA
  • 08/2013 → 10/2016
    Dedham Country Club
    Dedham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-25
  • S65 Uniform Investment Adviser Law Examination
    2020-08-25

View on SEC IAPD

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Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA
PARK AVENUE SECURITIES LLC · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
M HOLDINGS SECURITIES, INC. · NEEDHAM, MA
INTEGRATED WEALTH CONCEPTS LLC · Needham, MA
DARROW WEALTH MANAGEMENT · NEEDHAM, MA

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