Samuel
Diarbakerly

Claro Advisors, LLC

CRD#6435769
Investment Advisor
in Boston, MA

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About this Advisor

Samuel Diarbakerly is a financial advisor working out of Boston, Massachusetts with 1 year of relevant experience. Diarbakerly currently works for Claro Advisors, LLC. Their career trajectory has included roles at Mass Mutual Life Insurance Company, Mml Investors Services, The Club At New Seabury, Student, Old Waverly Country Club, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Claro Advisors, LLC. Diarbakerly maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Claro Advisors, LLC is a firm operating out of Boston, MA. The firm has offices in six locations and a total of 22 people on staff. It administers $787 million in assets under management across its 2,663 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm advises five charities and foundations. Of its 2,663 customer accounts, 26% are held by high-net-worth individuals who have at least $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually are based on which services the firm provides the client. Fee types charged by Claro Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 High Street Suite 950
Boston, MA 02110

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Claro Advisors, LLC Brokerage Details

Total Assets Under Management

$787,343,184

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

22

MA Average: 118
Total Number of Accounts

2,663

MA Average: 4,567
Average Account Size

$295,660

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Samuel Diarbakerly Work History

Samuel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Claro Advisors, LLC

2017 - 2022 (5 years)

Bank Of America, N.A

2016 - 2022 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2015 (< 1 year)

Mml Investors Services

2015 - 2016 (1 year)

Old Waverly Country Club

2014 - 2015 (1 year)

Mass Mutual Life Insurance Company

2010 - 2014 (4 years)

The Club At New Seabury

2005 - 2014 (9 years)

Student

*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 Samuel Diarbakerly 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

James Abbott
Boston, MA
Dana Rowen
Boston, MA
Rex Berger
Boston, MA
Michael Kurkulonis
Boston, MA
Ryan Belanger
Boston, MA
Lincoln Hurney
Boston, MA
Katherine Bowes
Boston, MA
Jeffrey Corey
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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