Robert Norris has been an investment adviser representative at Centerpoint Advisors since May 2019, and is not listed among the firm’s executive officers or direct owners. Robert Norris holds a B.S. in Finance with minors in Economics and Marketing from Bryant 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.
R. Anthony Norris is Associate Advisor at Centerpoint Advisors. After completing a year-long internship, Anthony joined Centerpoint full time in 2018. He works with the firm's Managing Principals and Director of Relationship Development to implement comprehensive financial plans and provide ongoing support to clients, and contributes to the investment team through portfolio analysis and market research.
- Centerpoint Advisors, LLCCurrent– present · 7 yearsNeedham, MA · Adviser representative · Firm CRD 156698
Professional designations
Listed by Centerpoint Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Norris is registered as an investment adviser representative in Massachusetts, since May 2019.
- MassachusettsSince 23 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 24 August 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 April 2019 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Anthony Norris
- CRD
- 7083278
- Firm
- Centerpoint Advisors · CRD 156698
- Office
- 175 HIGHLAND AVENUE, SUITE 302, Needham, MA 02494
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- centerpointadvisors.net
Where does Robert Norris work?
Robert Norris is an investment adviser representative registered through Centerpoint Advisors, LLC since May 2019, and is not listed among the firm’s executive officers or direct owners.
Is Robert Norris a financial advisor?
Yes. Robert Norris has a current investment-adviser registration in Massachusetts, through Centerpoint Advisors since May 2019.
How many years of experience does Robert Norris have?
Robert Norris has 7 years in the financial industry, since May 2019, across 1 adviser firm.
What exams has Robert Norris passed?
Robert Norris has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in April 2019.
Where is Robert Norris based?
Robert Norris’ registered office is in Needham, MA.
Is Robert Norris registered with FINRA?
No. Robert Norris has no current broker registration.
Is Robert Norris a CFP?
Centerpoint Advisors lists Robert Norris with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: R. Anthony Norris, CFP® biography, centerpointadvisors.net
How can I verify Robert Norris’ record?
Search CRD 7083278 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Norris’ full registration record.
