Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 56,885CFPs10,996 CFAs, 12,688 ChFCs
From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 8 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
8 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Mark J. BarryNeedham, MA | Centerpoint Advisors, LLC | Adviser only | – | Atlas | 2013 |
| 2Kevin F. DonohueNeedham, MA | Centerpoint Advisors, LLC | Adviser only | – | Atlas | 2020 |
| 3Robert A. NorrisNeedham, MA | Centerpoint Advisors, LLC | Adviser only | – | Atlas | 2019 |
| 4Olga P. OkatyNeedham, MA | Centerpoint Advisors, LLC | Adviser only | – | Atlas | 2008 |
| 5Courtney C. SummaNeedham, MA | Centerpoint Advisors, LLC | Adviser only | – | Atlas | 2018 |
| 6Jennifer M. WolfsbergNeedham, MA | Centerpoint Advisors, LLC | Adviser only | – | Atlas | 2003 |
| 7John E. WolfsbergNeedham, MA | Centerpoint Advisors, LLC | Adviser only | – | Atlas | 2008 |
| 8John D. WolfsbergNeedham, MA | Centerpoint Advisors, LLC | Adviser only | – | Atlas | 2018 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.