Olga Okaty has been an investment adviser representative at Centerpoint Advisors since August 2011, and is not listed among the firm’s executive officers or direct owners. Olga Okaty holds a Master's degree in International Economics and Finance from Brandeis University International Business School and a Bachelor's degrees in Economics, Russian Language & Literature, and European Cultural Studies from Brandeis University.
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.
Olga P. Okaty is Principal and Director of Financial Planning at Centerpoint Advisors, with over 15 years of experience in multigenerational planning and wealth management. Her role has grown from investment research and trading to a lead advisory position focused on integrative financial planning, portfolio strategy, and legacy transitions. She also serves as a member of the firm's Investment Committee.
Olga Okaty’s longest registration is the current one, 15 years at Centerpoint Advisors since 2011. Before joining Centerpoint Advisors in 2011, Olga Okaty was registered through National Asset Management, Inc.
- Centerpoint Advisors, LLCCurrent– present · 15 yearsNeedham, MA · Adviser representative · Firm CRD 156698
- National Asset Management, Inc.– · 2 yearsNewton, MA · Adviser representative · Firm CRD 115927
Professional designations
Listed by Centerpoint Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst® (CDFA®)
Investment adviser representative registrations
Olga Okaty is registered as an investment adviser representative in Massachusetts, since August 2011.
- MassachusettsSince 2 August 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 18 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 12 September 2008 |
| Series 66 | Uniform Combined State Law Examination | 6 June 2008 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Olga Poltoratskaya Okaty
- CRD
- 5493555
- Firm
- Centerpoint Advisors · CRD 156698
- Office
- 175 HIGHLAND AVENUE, SUITE 302, Needham, MA 02494
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerpointadvisors.net
Where does Olga Okaty work?
Olga Okaty is an investment adviser representative registered through Centerpoint Advisors, LLC since August 2011, and is not listed among the firm’s executive officers or direct owners.
Is Olga Okaty a financial advisor?
Yes. Olga Okaty has a current investment-adviser registration in Massachusetts, through Centerpoint Advisors since August 2011.
How many years of experience does Olga Okaty have?
Olga Okaty has 18 years in the financial industry, since September 2008, across 2 adviser firms.
What exams has Olga Okaty passed?
Olga Okaty has passed 3 licensing exams: the Series 66, Series 7 and Series 7TO. The earliest, the Series 66, was passed in June 2008. FINRA credited Olga Okaty with the SIE, which began in October 2018.
Where is Olga Okaty based?
Olga Okaty’s registered office is in Needham, MA.
Is Olga Okaty registered with FINRA?
No. Olga Okaty has no current broker registration.
Is Olga Okaty a CFP?
Centerpoint Advisors lists Olga Okaty with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Olga P. Okaty, CFP®, CDFA® biography, centerpointadvisors.net
How can I verify Olga Okaty’s record?
Search CRD 5493555 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Olga Okaty’s full registration record.
