Stilson
Tomita

Claro Advisors, LLC

CRD#737047
Investment Advisor
in Boston, MA
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About this Advisor

Stilson Tomita is an advisor whose office is in Boston, Massachusetts. Currently a registered investment advisor at Claro Advisors, LLC, Tomita has a notable 21 years of professional experience in the financial advisory industry. Tomita maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Tomita is registered to work with customers based out of Florida and Massachusetts. Over the course of their career, they have held roles at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.), Claro Advisors, LLC and Mutual Securities, Inc. Claro Advisors, LLC is headquartered in Boston, Massachusetts, and operates out of two other locations in the nation. In total, Claro Advisors, LLC manages $245 million in assets throughout 831 client accounts and retains 11 staff members. The level of assets currently under the firm's management places it among the mid-sized investment advisory firms in the United States. The firm manages 789 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Claro Advisors, LLC offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

21 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

Stilson Tomita Work History

Stilson has 21 years of experience.

2016 - Present (3 years)

Claro Advisors, LLC

2016 - Present (3 years)

Mutual Securities, Inc

1997 - 2016 (19 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

Disclosures

Stilson Tomita has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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