Kevin Donohue has been an investment adviser representative at Centerpoint Advisors since September 2020, and is not listed among the firm’s executive officers or direct owners. Kevin Donohue holds a B.S. in Finance from the University of Maine.
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.
Kevin F. Donohue is Associate Portfolio Manager of Centerpoint Advisors, where his day-to-day activities include investment research and analysis, portfolio modeling, and trade execution and monitoring. He previously served as Client Service Associate at the firm. He began his career as a fund accountant at State Street Bank, rising to a senior associate role, and later joined Brown Brothers Harriman as a Client Service Supervisor.
- Centerpoint Advisors, LLCCurrent– present · 6 yearsNeedham, MA · Adviser representative · Firm CRD 156698
Professional designations
Listed by Centerpoint Advisors
- Chartered Alternative Investment Analyst (CAIA)
Investment adviser representative registrations
Kevin Donohue is registered as an investment adviser representative in Massachusetts, since September 2020.
- MassachusettsSince 9 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Fitzgerald Donohue
- CRD
- 7282380
- Firm
- Centerpoint Advisors · CRD 156698
- Office
- 175 HIGHLAND AVENUE, SUITE 302, Needham, MA 02494
- Registration
- Investment adviser registration
- In the industry since
- September 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerpointadvisors.net
Where does Kevin Donohue work?
Kevin Donohue is an investment adviser representative registered through Centerpoint Advisors, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Donohue a financial advisor?
Yes. Kevin Donohue has a current investment-adviser registration in Massachusetts, through Centerpoint Advisors since September 2020.
How many years of experience does Kevin Donohue have?
Kevin Donohue has 6 years in the financial industry, since September 2020, across 1 adviser firm.
What exams has Kevin Donohue passed?
Kevin Donohue passed the Series 65 in August 2020.
Where is Kevin Donohue based?
Kevin Donohue’s registered office is in Needham, MA.
Is Kevin Donohue registered with FINRA?
No. Kevin Donohue has no current broker registration.
How can I verify Kevin Donohue’s record?
Search CRD 7282380 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Donohue’s full registration record.
