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).

Current Firm Details
100 High Street, Suite 950, Boston, MA 02110
https://www.linkedin.com/company/claro-advisors-llc-/
By the Numbers
  • Total Assets Under Management
    1,020
    MILLION
  • Total Number of Accounts
    3,282
    ACCOUNTS
  • Average Account Value
    $310,676
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, WA

Financial Advisors at Claro Advisors, LLC
Showing 11 - 16 of 16 top financial advisors.
11
Dana Rowen, financial advisor Boston MA
Dana C. Rowen
CRD#: 4719436
100 High Street, Suite 950, Boston, MA 02110

Dana Rowen (CRD# 4719436) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 19 years of experience in the finance industry.

12
Jennifer Street, financial advisor Boston MA
Jennifer C. Street
CRD#: 4914254
100 High Street, Suite 950, Boston, MA 02110

Jennifer Street (CRD# 4914254) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 18 years of experience in the finance industry.

13
Rex Berger, financial advisor Boston MA
Rex A. Berger
CRD#: 7272565
100 High Street, Suite 950, Boston, MA 02110

Rex Berger (CRD# 7272565) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.

14
Jared Gagne, financial advisor Boston MA
Jared J. Gagne
CRD#: 7221011
100 High Street, Suite 950, Boston, MA 02110

Jared Gagne (CRD# 7221011) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 4 years of experience in the finance industry.

15
Lincoln Hurney, financial advisor Boston MA
Lincoln R. Hurney
CRD#: 7654213
100 High Street, Suite 950, Boston, MA 02110

Lincoln Hurney (CRD# 7654213) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.

16
William McDonough, financial advisor Boston MA
William McDonough
CRD#: 6849744
100 High Street, Suite 950, Boston, MA 02110

William McDonough (CRD# 6849744) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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