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Courtney Claire Summa

Centerpoint Advisors, LLC

Needham, MA

CRD 6363430

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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 2018-06-13
  • MA RA
    APPROVED
    Since 2018-06-13

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 Needham MA 06/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-14
  • S65 Uniform Investment Adviser Law Examination
    2018-04-14
Other Names
  • Courtney Claire Faria

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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