Rex
Berger
Claro Advisors, LLC
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About this Advisor
Rex Berger is a financial advisor based out of Boston, Massachusetts. Berger is on the advisory team at Claro Advisors, LLC. Berger has gained experience at The Colony Group, LLC, Merrill Lynch, Northeastern Univ, State Street Bank & Trust, The Hun School Of Princeton, The Pennington School and Claro Advisors, LLC. Berger holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Massachusetts. Claro Advisors, LLC is a registered investment firm operating out of Boston, MA. The investment advisory business has offices in six locations and a total of 22 employees. It administers $787 million in assets across its 2,663 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 2,663 accounts, 26% belong to high-net-worth investors who have greater than $1 million in investable assets. Claro Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management largely are based on the type of services offered. However, fees charged by Claro Advisors, LLC can be comprised of any combination of 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
Rex Berger Work History
Rex has been registered as a financial advisor for 0 years.*
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
The Pennington School
*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 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
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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