John E. Wolfsberg

CENTERPOINT ADVISORS

Needham, MA 02494

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CRD#: 2302544

Professional summary

John Edward Wolfsberg, who also goes by John Wolfsberg, is a registered financial advisor currently at CENTERPOINT ADVISORS, LLC located in Needham, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. John has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Wolfsberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CENTERPOINT ADVISORS, LLC AN INVESTMENT RELATED ADVISORY FIRM 160 HOURS/MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Wolfsberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 2, 2011 - Present

CENTERPOINT ADVISORS, LLC

Office #1: 175 Highland Avenue Suite 302, Needham, MA 02494

RIA

CRD#: 156698

Needham, MA

Past

January 4, 2017 - April 27, 2021

WOOD (ARTHUR W.) COMPANY, INC.

CRD#: 3798

Needham, MA

Past

January 2, 2013 - January 3, 2017

DETWILER FENTON & CO.

CRD#: 1794

NEEDHAM, MA

Past

December 4, 2012 - May 28, 2015

DETWILER FENTON WEALTH MANAGEMENT INC

CRD#: 16063

NEEDHAM, MA

Past

August 4, 2008 - September 20, 2011

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

NEWTON, MA

Past

May 6, 2008 - December 7, 2012

NATIONAL SECURITIES CORPORATION

CRD#: 7569

NEEDHAM, MA

Past

February 25, 2008 - May 15, 2008

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

BOSTON, MA

Past

January 25, 1995 - May 15, 2008

J.P. MORGAN SECURITIES LLC

CRD#: 79

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTERPOINT ADVISORS, LLC

CRD#: 156698 / SEC#: 801-72619

RIA

Registered Investment Advisory firm - (7/26/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(8/2/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/6/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/16/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/1995

General Securities Representative Examination

Current Firm

CENTERPOINT ADVISORS, LLC

CRD#: 156698 / SEC#: 801-72619

RIA

Registered Investment Advisory firm - (7/26/2011 Approved)

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Contact information

Main Address

175 Highland Avenue Suite 302, Needham, MA 02494

Mailing Address

Phone number

(781) 400-1748

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTERPOINT ADVISORS, LLC DISCLOSURE BROCHURE 3.26.25 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,020
AUM (Assets Under Management)	$ 687,679,354

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/07/2024	Cover Page	Report
12/19/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John E. Wolfsberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Wolfsberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOOD (ARTHUR W.) COMPANY, INC.

DETWILER FENTON & CO.

DETWILER FENTON WEALTH MANAGEMENT INC

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

CENTERPOINT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2008

Series 63

Date: 2/6/1995

Series 7TO

Date: 12/16/2022

SIE

Date: 10/1/2018

Series 7

Date: 1/24/1995

Current Firm

CENTERPOINT ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CENTERPOINT ADVISORS, LLC

TRUST BUT VERIFY

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