Dear Friends:
Centerpoint Advisors is pleased to share with you that on July 26th, 2011 we were granted status with the Securities and Exchange Commission as a Registered Investment Advisory firm.
Since inception in 2005, individual advisors of Centerpoint Advisors, LLC have operated as Registered Investment Advisor Representatives of National Asset Management, a division of National Securities Corporation. Operating as an independent registered investment advisory firm, our new structure provides Centerpoint with increased efficiencies, independence and internal controls which we believe will benefit both our clients and Centerpoint. Custody of all assets and clearing of all transactions will continue to be provided by Fidelity through Fidelity Institutional Wealth Services. This transition will provide a number of enhancements for our clients in the area of performance reporting, online access, operational support, and execution services.
All of us at Centerpoint are very excited about this milestone in the growth of our firm and greatly appreciate the contribution and loyalty of all of our clients. With our first five plus years successfully behind us, we look forward to many more years working together with our individual and institutional clientele.
National Securities will continue to act as our Broker-Dealer for institutional related and select transactional purposes.
Best Regards,
Richard W. Greene
Managing Principal
Jennifer M. Wolfsberg
Managing Principal
John E. Wolfsberg
Principal/Director of Fixed Income
© 2006–2012 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Securities offered through National Securities Corporation, Member FINRA/SIPC. Investment Advisory Services offered through Centerpoint Advisors, LLC. Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments® company. National Securities Corporation and Centerpoint Advisors, LLC are not affiliated.