Courtney Summa has been an investment adviser representative at Centerpoint Advisors since June 2018, and is not listed among the firm’s executive officers or direct owners.
Centerpoint Advisors, LLC is a Needham, MA firm with $732M under management, 502 clients and 7 advisers in one office, as of its March 2026 filing.
- Centerpoint Advisors, LLCCurrent– present · 8 yearsNeedham, MA · Adviser representative · Firm CRD 156698
Investment adviser representative registrations
Courtney Summa is registered as an investment adviser representative in Massachusetts, since June 2018.
- MassachusettsSince 13 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 April 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Courtney Claire Summa
- CRD
- 6363430
- Firm
- Centerpoint Advisors · CRD 156698
- Office
- 175 HIGHLAND AVENUE, SUITE 302, Needham, MA 02494
- Registration
- Investment adviser registration
- In the industry since
- June 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Courtney Summa work?
Courtney Summa is an investment adviser representative registered through Centerpoint Advisors, LLC since June 2018, and is not listed among the firm’s executive officers or direct owners.
Is Courtney Summa a financial advisor?
Yes. Courtney Summa has a current investment-adviser registration in Massachusetts, through Centerpoint Advisors since June 2018.
How many years of experience does Courtney Summa have?
Courtney Summa has 8 years in the financial industry, since June 2018, across 1 adviser firm.
What exams has Courtney Summa passed?
Courtney Summa passed the Series 65 in April 2018.
Where is Courtney Summa based?
Courtney Summa’s registered office is in Needham, MA.
Is Courtney Summa registered with FINRA?
No. Courtney Summa has no current broker registration.
How can I verify Courtney Summa’s record?
Search CRD 6363430 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Courtney Summa’s full registration record.
