Claro Advisors, LLC
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About this Advisor
Ryan Belanger is a certified financial planner based in Boston, Massachusetts, who has 11 years in the industry. Belanger is an advisor for Claro Advisors, LLC. During their career, Belanger has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Claro Advisors, LLC and Mutual Securities, Inc. Belanger maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Maine, Texas and Massachusetts. Claro Advisors, LLC is a registered investment firm that has its headquarters in Boston, Massachusetts. It has offices in two locations and a total of 11 advisors. It handles $245 million in assets among its 831 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 831 client accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees charged by Claro Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Claro Advisors, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Ryan Belanger Work History
Ryan has 11 years of experience.
Claro Advisors, LLC
Mutual Securities, Inc
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Ryan Belanger has no disclosures.
Please visit their SEC profile for more details.