Claro Advisors, LLC
Claro Advisors, LLC (CRD# 160294) is a financial advisory firm headquartered in Boston, MA. They manage $1,019,639,439 in 3,282 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management1,020MILLION
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Total Number of Accounts3,282ACCOUNTS
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Average Account Value$310,676
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CT, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, WA
James Abbott (CRD# 4927658) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 11 years of experience in the finance industry.
Ryan Belanger (CRD# 4846843) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 19 years of experience in the finance industry.
Katherine Bowes (CRD# 2187576) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 29 years of experience in the finance industry.
Jeffrey Corey (CRD# 5853613) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 13 years of experience in the finance industry.
Samuel Diarbakerly (CRD# 6435769) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 6 years of experience in the finance industry.
Brandon Fink (CRD# 6122967) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 10 years of experience in the finance industry.
Michael Kurkulonis (CRD# 5008266) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 18 years of experience in the finance industry.
Paul Litchfield (CRD# 5970864) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 12 years of experience in the finance industry.
Patrick McNamara (CRD# 2672983) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 28 years of experience in the finance industry.
Michael Mullin (CRD# 2825901) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 27 years of experience in the finance industry.