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Olga Poltoratskaya Okaty

Centerpoint Advisors, LLC

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About Olga Poltoratskaya Okaty

Olga Poltoratskaya Okaty is an investment advisor representative at Centerpoint Advisors, LLC. Olga has over 15 years of experience in the financial services industry. Olga has a Series 7, Series 66 and SIE license. Olga has been registered with the state of Massachusetts since August 2011. Olga specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Olga Okaty 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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Olga Okaty’s Registration & Firm History

MA

08/02/2011 - Present

Centerpoint Advisors, LLC (NEEDHAM MA)

MA

05/02/2017 - 04/27/2021

WOOD (ARTHUR W.) COMPANY, INC. (Needham MA)

MA

01/30/2013 - 05/28/2015

DETWILER FENTON WEALTH MANAGEMENT INC (NEEDHAM MA)

MA

09/15/2008 - 12/07/2012

NATIONAL SECURITIES CORPORATION (NEEDHAM MA)

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Licenses & Designations

BOTH

Issued 06/06/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Olga Poltoratskaya Okaty.
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