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 38 employees.

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

Claro Advisors's key employees include: Founder & Ceo: R. B., Chief Market Strategist: M. M., Vice President & Wealth Advisor: J. A., Vice President Of Business Development: J. H. C., Vice President Of The High Net Worth Team: W. M..

Financial ServicesMassachusetts, United States11-50 Employees

Our mission: To deliver a simpler, wealthier life.* 

We believe that true wealth comes from clarity, not complexity. By combining goals-based planning with proprietary technology that empowers our advisors, we deliver deeper insights and strategies tailored to your exact needs. We simplify your finances to help you live a wealthier life.*

Claro Advisors Inc. ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. 

*"A simpler, wealthier life" reflects our philosophy of thoughtful financial planning and disciplined advice. It does not constitute a guarantee of investment performance or financial results.

Find Claro Advisors employees' phone numbers or email addresses

Claro Advisors Global Highlights

North America
60

United States Of America
60

Claro Advisors's Leadership

M. M.
Chief Market Strategist
Mobile Phone
Email
J. A.
Vice President & Wealth Advisor
Mobile Phone
Email
J. H. C.
Vice President Of Business Development
Mobile Phone
Email
W. M.
Vice President Of The High Net Worth Team
Mobile Phone
Email
J. P.
Vp Of Wealth Strategy
Mobile Phone
Email
B. O.
Head Of Platform
Mobile Phone
Email
J. S.
Head Of Wealth Operations
Mobile Phone
Email
N. L.
Head Of People
Mobile Phone
Email

Claro Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Claro Advisors

Name

Title

Contact Info

Location

Last Update

N. N.
Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Mar 11, 2026
T. D.
Wealth Operations Specialist
Mobile Phone
Email
United StatesMassachusetts
Mar 11, 2026
J. P.
Vp Of Wealth Strategy
Mobile Phone
Email
United StatesTexas
Mar 19, 2026
J. C.
Mobile Phone
Email
United StatesMassachusetts
Nov 18, 2025
P. M.
Senior Vice President, Certified Financial Planner ™️
Mobile Phone
Email
United StatesMassachusetts
Dec 16, 2025
A. J. A.
Mobile Phone
Email
UNITED STATES
Mar 09, 2023

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 Boston, Massachusetts United States; 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 38 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Claro Advisors's key employees and leadership?

As of March 2026, Claro Advisors's key employees include:

Chief Market Strategist: M. M.
Vice President & Wealth Advisor: J. A.
Vice President Of Business Development: J. H. C.
Vice President Of The High Net Worth Team: W. M.
Vp Of Wealth Strategy: J. P.

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