Claro Advisors Inc.
Claro Advisors Inc.

Claro Advisors Inc. Information

Contact top employees from Claro Advisors Inc.

Summary

Claro Advisors Inc. is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Boston, Massachusetts, USA. The number of employees ranges from 100 to 250. The annual revenue of Claro Advisors Inc. varies between 25M and 100M. To connect with Claro Advisors Inc. employee register on SignalHire.

Organization Website

claroadvisors.com

Social Links

facebooklinkedIn

Phone Number

800-604-2838

Industries

Headquarters Location

100 High Street, Boston, Massachusetts, 02110 US

Employees Size

10-50 employees

Specialties

Investment Management, Financial Planning, Retirement Planning, Insurance and Estate Planning, Divorce Planning, Education Planning, Complete Wealth Management, Social Security Planning, Corporate Retirement Plans, 401ks and 403bs, Donor Advised Funds, Personal CFO, High Net Worth, Ultra High Net Worth, Liquidity Event Planning, Equity Compensation Planning, Post M&A Transactions, Goals-Based Wealth Management, Alternative Investments, Private Funds

SIC Code

7380

DMA Code

Greater Boston

Founded

2012

Estimated Annual Revenue

$25M - 100M

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Claro Advisors Inc. shows a diverse range of experience levels:
6% have been with the company for less than 1 year12% for 1–2 years18% for 3–4 years29% for 5–7 years18% for 8–10 years18% have over 11 years of service at Claro Advisors Inc.
Ex-employees positions
In Company
In New Company
Contact top employees from Claro Advisors Inc.
Dana Rowen
Vice President, Financial Advisor
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Katherine Bowes
Senior Vice President, Financial Planner
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Brandon Fink
Senior Vice President
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Will McDonough
Vice President of The High Net Worth Team
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Patrick McNamara
Senior Vice President, Certified Financial Planner ™️
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James Abbott
Vice President & Financial Advisor
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Robert Wang
Head of Advanced Planning for Brandon Fink, CFP® AEP®
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Luke Harder CFP®
Private Wealth Advisor
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Ryan Waxler
Wealth Management Intern
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Jack Sweeney
Wealth Management Intern
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Joseph McDaniel
Market Research & Financial Planning Intern
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William Esslinger
Customer Service Associate
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Michael Cooney
Private Wealth Manager & Alternative Investments Director
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Paul Hurney
Client Services Manager
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Nicholas DeSousa
Independent Financial Advisor
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Paul Litchfield
Forbes Top Next-Gen Wealth Advisor ('23,'24,'25) | Five Star Wealth Manager (2020)
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Jared Gagne
Private Wealth Manager
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Nicholas Nowak
Wealth Advisor
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Reid Howland
Summer Intern
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Michael Mullin
Chief Market Strategist
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FAQ

Claro Advisors Inc. operates in the Finance industries. More details can be found on the official website: claroadvisors.com.
The headquarters of Claro Advisors Inc. are located in Boston, United States.
You can contact Claro Advisors Inc. by phone at 800-604-2838.
Claro Advisors Inc. currently employs 10-50 people.
You can contact Claro Advisors Inc. by phone at 800-604-2838, by email at rbelanger@claroadvisors.com, through social media (Facebook, LinkedIn), or via the contact form on claroadvisors.com.
Claro Advisors Inc.'s revenue is approximately 25.8M.

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