Financial ADVSR advisor directory · SEC adviser records
Claro Advisors Inc. financial advisors in Boston, MA
Every SEC-registered investment adviser representative at a Claro Advisors Inc. office in Boston, A to Z.
The short answer
16 registered advisors work at Claro Advisors Inc. in Boston, out of 19 at the firm nationwide; it ranks number 51 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Claro Advisors Inc. advisors in Boston, A to Z
Every Claro Advisors Inc. advisor →- James W. AbbottInvestment adviser rep
- Ryan S. BelangerCertified Financial Planner
- Michael J. CooneyInvestment adviser rep
- Brandon FinkCertified Financial Planner
- Jared J. GagneInvestment adviser rep
- Luke M. HarderCertified Financial Planner
- William HeronInvestment adviser rep
- Michael J. KurkulonisInvestment adviser rep
- Paul M. LitchfieldInvestment adviser rep
- Patrick A. McNamaraCertified Financial Planner
- Michael E. MullinChartered Financial Analyst
- Anna NicastroCertified Financial Planner
- Nicholas E. NowakInvestment adviser rep
- Brandon T. PacilioInvestment adviser rep
- Dana C. RowenInvestment adviser rep
- Jennifer C. StreetInvestment adviser rep
Claro Advisors Inc. advisors in every city and state →Claro Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Claro Advisors Inc. advisors in other cities
Other firms in Boston
All Boston advisors →Morgan Stanley 347Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53
Questions
How many financial advisors does Claro Advisors Inc. have in Boston?
16 investment adviser representatives are registered at Claro Advisors Inc. offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Claro Advisors Inc. one of the largest advisor employers in Boston?
Claro Advisors Inc. ranks number 51 in Boston by registered advisors; Morgan Stanley has the most, with 347.
How do I check a Claro Advisors Inc. advisor in Boston?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Claro Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.