Claro Advisors, LLC

Claro Advisors, LLC (CRD# 160294) is a financial advisory firm headquartered in Boston, MA. They manage $185,596,386 in 598 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    598
    ACCOUNTS
  • Average Account Value
    $310,362
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME, NH, TX

Financial Advisors at Claro Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Ryan S. Belanger
CRD#: 4846843
185 Dartmouth Street, 6th Floor, Boston, MA 02116
96
Wealthminder
score

Ryan Belanger (CRD# 4846843) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 13 years of experience in the finance industry. Ryan Belanger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael E. Mullin
CRD#: 2825901
535 Boylston Street, 8th Floor, Boston, MA 02116
96
Wealthminder
score

Michael Mullin (CRD# 2825901) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 21 years of experience in the finance industry.

3
Stilson N. Tomita
CRD#: 737047
185 Dartmouth Street, 6th Floor, Boston, MA 02116
96
Wealthminder
score

Stilson Tomita (CRD# 737047) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 35 years of experience in the finance industry.

4
Michael J. Kurkulonis
CRD#: 5008266
328 Shrewsbury St, Suite 250, Worcester, MA 01604
93
Wealthminder
score

Michael Kurkulonis (CRD# 5008266) is an Investment Advisor Representative working at Claro Advisors, LLC in Worcester, MA and has over 12 years of experience in the finance industry.

5
Paul M. Litchfield
CRD#: 5970864
185 Dartmouth Street, 6th Floor, Boston, MA 02116
93
Wealthminder
score

Paul Litchfield (CRD# 5970864) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 6 years of experience in the finance industry.

6
Dana C. Rowen
CRD#: 4719436
185 Dartmouth Street, 6th Floor, Boston, MA 02116
93
Wealthminder
score

Dana Rowen (CRD# 4719436) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 13 years of experience in the finance industry.

7
Jennifer C. Street
CRD#: 4914254
185 Dartmouth Street, 6th Floor, Boston, MA 02116
93
Wealthminder
score

Jennifer Street (CRD# 4914254) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 12 years of experience in the finance industry.

8
James W. Abbott
CRD#: 4927658
185 Dartmouth Street, 6th Floor, Boston, MA 02116
90
Wealthminder
score

James Abbott (CRD# 4927658) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 5 years of experience in the finance industry.

9
Robert E. Dockendorff
CRD#: 6555695
185 Dartmouth Street, 6th Floor, Boston, MA 02116
89
Wealthminder
score

Robert Dockendorff (CRD# 6555695) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 2 years of experience in the finance industry.

10
Michael J. Reilly
CRD#: 373490
535 Boylston Street, 8th Floor, Boston, MA 02116
73
Wealthminder
score

Michael Reilly (CRD# 373490) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 34 years of experience in the finance industry.

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