Samuel
Diarbakerly
Claro Advisors, LLC
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About this Advisor
Samuel Diarbakerly is a financial advisor based in Boston, Massachusetts, working with Claro Advisors, LLC. Samuel has previously held positions 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. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Samuel is part of Claro Advisors, LLC, which operates out of Boston, Massachusetts. The firm has 6 offices and 22 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Claro Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Claro Advisors, LLC Brokerage Details
$1,019,639,439
22
3,282
$310,676
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Samuel Diarbakerly Work History
Claro Advisors, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Mml Investors Services
Old Waverly Country Club
Mass Mutual Life Insurance Company
The Club At New Seabury
Student
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
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 6/19/2024. 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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