Paul
Litchfield
Claro Advisors, LLC
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About this Advisor
Paul Litchfield is a financial advisor who works in Boston, Massachusetts, with a total of 6 years of relevant experience. Litchfield is currently employed by Claro Advisors, LLC. During their career, Litchfield has held roles at Morgan Stanley Smith Barney, Ferris Capital, Purshe Kaplan Sterling Investments and Claro Advisors, LLC. Litchfield holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Connecticut and Massachusetts. Claro Advisors, LLC is an advisory company based in Boston, MA. The company has offices in six locations and a total of 22 advisors. It manages $787 million in assets under management across its 2,663 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to five charitable organizations. Of its 2,663 accounts, 26% belong to high-net-worth individuals who have more than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically depend on which service is provided. However, fees charged by Claro Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Claro Advisors, LLC Brokerage Details
$787,343,184
22
2,663
$295,660
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Paul Litchfield Work History
Paul has been registered as a financial advisor for 6 years.*
Claro Advisors, LLC
Ferris Capital
Purshe Kaplan Sterling Investments
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Litchfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Claro Advisors, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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