Ryan
Belanger

Claro Advisors, LLC

CRD#4846843
Investment Advisor
in Boston, MA
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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

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

185 Dartmouth Street 6Th Floor
Boston, MA 02116

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Claro Advisors, LLC Brokerage Details

Total Assets Under Management

$245,075,982

MA Average: $16,012,751,954
Total Number of Employees

11

MA Average: 118
Total Number of Accounts

831

MA Average: 4,567
Average Account Size

$294,917

MA Average: $3,506,186

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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.

2012 - Present (7 years)

Claro Advisors, LLC

2012 - Present (7 years)

Mutual Securities, Inc

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2007 - 2012 (5 years)

Morgan Stanley & Co., Inc

Disclosures

Ryan Belanger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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