Rex
Berger
Claro Advisors, LLC
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About this Advisor
Rex Berger is a financial advisor based in Boston, Massachusetts, working with Claro Advisors, LLC. Rex has previously held positions at The Colony Group, LLC, Merrill Lynch, Northeastern Univ, State Street Bank & Trust, The Hun School Of Princeton, and Claro Advisors, LLC. Rex has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Rex is part of Claro Advisors, LLC, which operates out of Boston, Massachusetts. The firm has 6 offices and 22 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Claro Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Claro Advisors, LLC Brokerage Details
$1,019,639,439
22
3,282
$310,676
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Rex Berger Work History
Claro Advisors, LLC
The Colony Group, LLC
The Colony Group, LLC
Merrill Lynch
Northeastern Univ
State Street Bank & Trust
Northeastern Univ
The Hun School Of Princeton
Disclosures
Please visit the SEC profile of Rex Berger 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
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