John Wolfsberg (CRD# 6222573) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Centerpoint Advisors, LLC | Needham, MA | Jan 2017 - Current | 7 |
Gw&k Investment Management | Boston, MA | Dec 2015 - Dec 2017 | 2 |
State Street Bank | Boston, MA | Jan 2015 - Dec 2015 | < 1 |
Charlie Horse Resteraunt | West Bridgewater, MA | Jul 2014 - Mar 2015 | < 1 |
Splitsville At Howl At The Moon | Foxborough, MA | Jul 2014 - Jan 2015 | < 1 |
Stonehill College | Easton, MA | Jan 2012 - Dec 2014 | 2 |
State Street Bank | Boston, MA | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- MA
-
Total Assets Under Management605MILLIONS
-
Total Number of Accounts990ACCOUNTS
-
Average Account Value$611,138
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, NH, NY, TX
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