VerifiedFinancial Services· Founded 2012

Claro Advisors

Claro Advisors, LLC.("Claro") is an independent, fee-only, Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in Boston, Massachusetts. Claro has a diverse team of 13 financial advisors and 3 dedicated support staff members who work together to manage over $650 million in client assets. As a younger generation of financial advisors,(the average Claro Advisor is about 40 years old), Claro provides a fresh perspective and unique approach that embraces goals-based planning with modern technology, allowing us to be more efficient so that we have more time to focus on our clients. The name “Claro” was inspired by the latin translation “to make clear in the mind”. We work with clients to implement and monitor the strategies needed to simplify the management, preservation and growth of wealth. Please visit our website for important disclosures and to learn more about who we are and what we do.

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HeadquartersBoston, United StatesEmployees22(11 to 50)Annual revenue$1M to <$10MFounded year2012Websiteclaroadvisors.comLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

22

11 to 50 range

Open roles

no listings

Distinct roles

14

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

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Top roles at Claro Advisors

14 distinct titles indexed · top 10 shown.

  • 2head of advanced planning for brandon fink, cfp aep
  • 1chief market strategist
  • 1client services manager
  • 1customer service associate
  • 1financial service advisor
  • 1intern
  • 1private wealth advisor
  • 1private wealth manager
  • 1senior vice president, certified financial planner tm
  • 1senior vice president, financial planner
  • +4more titles

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