Claro Advisors Employee Directory

Q: What is Claro Advisors known for?

Claro Advisors was founded in 2012. Claro Advisors operates in the Financial Services industry.

Q: How many employees does Claro Advisors have currently?

Claro Advisors has approximately 25 employees.

Q: Who are Claro Advisors's key employees and leadership?

Claro Advisors's key employees include: Coo/Cco: J. S., Chief Market Strategist: M. M., Vice President & Financial Advisor: J. A., Vice President Of The High Net Worth Team: W. M., Founder: R. B..

Financial ServicesMassachusetts, United States11-50 Employees

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 serving clients globally.

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.

Find Claro Advisors employees' phone numbers or email addresses

Claro Advisors Global Highlights

North America
41

United States Of America
41

Claro Advisors's Leadership

J. S.
Coo/Cco
Mobile Phone
Email
M. M.
Chief Market Strategist
Mobile Phone
Email
J. A.
Vice President & Financial Advisor
Mobile Phone
Email
W. M.
Vice President Of The High Net Worth Team
Mobile Phone
Email
R. B.
Founder
Mobile Phone
Email
R. B. C.
Managing Principal And Founder
Mobile Phone
Email
B. P. F.
Senior Vice President
Mobile Phone
Email
P. M.
Senior Vice President, Certified Financial Planner ™️
Mobile Phone
Email

Contact profiles from Claro Advisors

Name

Title

Contact Info

Location

Last Update

R. B.
Founder
Mobile Phone
Email
United StatesMassachusetts
Nov 17, 2025
J. S.
Coo/Cco
Mobile Phone
Email
United States
Oct 17, 2025
R. B. C.
Managing Principal And Founder
Mobile Phone
Email
Oct 21, 2025
B. P. F.
Senior Vice President
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2025
M. M.
Chief Market Strategist
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025
J. A.
Vice President & Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
P. M.
Senior Vice President, Certified Financial Planner ™️
Mobile Phone
Email
United StatesMassachusetts
Dec 16, 2025
K. B.
Senior Vice President, Financial Planner
Mobile Phone
Email
United StatesMassachusetts
Oct 24, 2025
K. B.
Senior Vice President, Financial Planner
Mobile Phone
Email
Jul 17, 2025
M. K. C.
Vice President
Mobile Phone
Email
United StatesMassachusetts
Nov 04, 2025

Frequently Asked Questions

What is Claro Advisors known for?

Claro Advisors was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 100 High Street, Suite 950; you can contact the main corporate office by phone at

+1-617-379-****

. Explore Claro Advisors's company overview page for more information.

What is Claro Advisors's most common email format?

Claro Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Claro Advisors email formats with LeadIQ.

How many employees does Claro Advisors have currently?

Claro Advisors has approximately 25 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Claro Advisors's key employees and leadership?

As of December 2025, Claro Advisors's key employees include:

Coo/Cco: J. S.
Chief Market Strategist: M. M.
Vice President & Financial Advisor: J. A.
Vice President Of The High Net Worth Team: W. M.
Founder: R. B.

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