Claro Advisors Inc. Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

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.Investment advisory services are offered through Claro Advisors Inc. a Delaware corporation and investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and based in Boston, MA with notices filed in additional states where required. Registration with the SEC does not imply a certain level of skill or training. This page is being provided for informational purposes only and does not constitute investment, legal, or tax advice. Advisory services are provided only to clients pursuant to an advisory agreement. 

Please visit our website for important disclosures and to learn more about who we are and what we do.

Find Claro Advisors Inc. employees' phone numbers or email addresses

Claro Advisors Inc. Global Highlights

Location
Employees

North America
45

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  • United States Of America
    45

Claro Advisors Inc.'s Leadership

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    J. S.
    Coo/Cco
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    M. M.
    Chief Market Strategist
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    J. A.
    Vice President & Financial Advisor
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    W. M.
    Vice President Of The High Net Worth Team
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    J. P.
    Vp Of Wealth Strategy
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    R. B.
    Founder
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    R. B. C.
    Managing Principal And Founder
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    B. P. F.
    Senior Vice President
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Claro Advisors Inc. Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Claro Advisors Inc.

Name
Title
Contact Info
Location
Last Update
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    J. P.
    Vp Of Wealth Strategy
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    United StatesTexas
    Feb 03, 2026
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    J. C.
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    United StatesMassachusetts
    Nov 18, 2025
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    P. M.
    Senior Vice President, Certified Financial Planner ™️
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    United StatesMassachusetts
    Dec 16, 2025
  • Stylized image of a person
    A. J. A.
    Phone icon
    UNITED STATES
    Mar 09, 2023

Frequently Asked Questions

What is Claro Advisors Inc. known for?

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

What is Claro Advisors Inc.'s most common email format?

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

How many employees does Claro Advisors Inc. have currently?

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Claro Advisors Inc. has approximately 27 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Claro Advisors Inc.'s key employees and leadership?

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As of February 2026, Claro Advisors Inc.'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.
  • Vp Of Wealth Strategy: J. P.

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