Olga Okaty
Centerpoint Advisors · Needham, Massachusetts
Olga Okaty is a fee-only financial advisor at Centerpoint Advisors in Needham, Massachusetts. Centerpoint Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Centerpoint Advisors |
|---|---|
| Based in | Needham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $731.9M across 1,055 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5493555 |
| Exams passed | Series 66 (2008) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | centerpointadvisors.net |
| Profile |
How Olga's firm compares
- Centerpoint Advisors's average account is about $694,000, from its Form ADV (assets managed divided by 1,055 accounts).
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Questions about Olga
Is Olga Okaty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Olga holds no broker registration, and Centerpoint Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Olga charge for financial advice?
Olga's firm, Centerpoint Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Olga Okaty based?
Olga Okaty is based in Needham, Massachusetts.
Is Olga Okaty registered with the SEC?
Yes. Olga Okaty is registered as an investment adviser representative in MA (CRD 5493555), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Centerpoint Advisors manage?
Centerpoint Advisors reports $731.9M across 1,055 accounts in assets under management.
How do I contact Olga Okaty?
Through Olga's website, centerpointadvisors.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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