Ryan
Belanger
Claro Advisors, LLC
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About this Advisor
Ryan Belanger is a certified financial planner operating in Boston, Massachusetts with 11 years of industry experience. Belanger works at Claro Advisors, LLC. Their career trajectory has included roles at 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 can advise clients in Maine, Massachusetts and Texas. Claro Advisors, LLC is a company headquartered in Boston, MA. It has offices in six locations and a total of 22 employees. It administers $787 million in assets under management between its 2,663 accounts, placing it among the bigger firms in the nation by assets under management. The firm serves five charitable organizations. Of its 2,663 accounts, 26% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business performs a diverse assortment of services, including 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 usually depend on the type of services offered. However, fees charged by Claro Advisors, LLC likely consist 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
Ryan Belanger Work History
Ryan has been registered as a financial advisor for 11 years.*
Claro Advisors, LLC
Mutual Securities, Inc
*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 Ryan Belanger 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
