Claro Advisors, LLC

Claro Advisors, LLC (CRD# 160294) is a financial advisory firm headquartered in Boston, MA. They manage $151,000,000 in 880 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    880
    ACCOUNTS
  • Average Account Value
    $171,591
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
  • 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.

FL, MA, ME, NH, TX

Financial Advisors at Claro Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Ryan S. Belanger
CRD#: 4846843
535 Boylston Street, 8th 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 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.

3
Dana C. Rowen
CRD#: 4719436
535 Boylston Street, 8th 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.

4
Jennifer C. Street
CRD#: 4914254
535 Boylston Street, 8th 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.

5
Robert E. Dockendorff
CRD#: 6555695
535 Boylston Street, 8th Floor, Boston, MA 02116
87
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.

6
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 33 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.