Board Member · Claro Advisors Inc.
Benedict Brian
CRD 8310176 · Named on Form ADV at one SEC-registered adviser
At a glance
Claro Advisors Inc., an SEC-registered wealth manager based in Boston, MA with $1.4 billion in regulatory assets, lists Benedict Brian on its Form ADV as Board Member, a control person.
Firms and roles
- Claro Advisors Inc.Board MemberWealth manager · Boston, MA · $1.4B in regulatory assets
AtlasMembers
Benedict’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ryan S. BelangerBoard Member and Chief Executive Officer, Claro Advisors Inc.
- Jennifer C. StreetChief Compliance Officer / Chief Operating Officer, Claro Advisors Inc.
- Michael K. SimonChairman of the Board, Claro Advisors Inc.
- Anthony N. DechellisBoard Member, Claro Advisors Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benedict’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.