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Kevin Fitzgerald Donohue

Centerpoint Advisors, LLC

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About Kevin Fitzgerald Donohue

Kevin Fitzgerald Donohue is a registered Investment Advisor Representative with Centerpoint Advisors, LLC. Kevin specializes in providing portfolio management for individuals and businesses and offers financial planning services. Kevin has been working in the financial industry since 2014 and is based in Needham, MA. Kevin is licensed to conduct business in Massachusetts.

Firm Information

Kevin Donohue is currently registered with Centerpoint Advisors, LLC. Centerpoint Advisors, LLC is a registered investment advisor based in Needham, MA, managing over $605 million in assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning and portfolio management services for individuals and businesses.
Centerpoint Advisors, LLC

175 HIGHLAND AVENUE

NEEDHAM, MA 02494

$605.03M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Donohue’s Registration & Firm History

MA

09/09/2020 - Present

Centerpoint Advisors, LLC (NEEDHAM MA)

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Licenses & Designations

IA

Issued 08/25/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Fitzgerald Donohue.
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