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Jennifer Collier Street

CLARO ADVISORS, LLC·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 66Clean record21 years registeredCLARO ADVISORS, LLC
100 HIGH STREET, BOSTON, MA 02110CRD# 4914254Firm CRD# 160294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Collier Street · BOSTON, MA
Registration
CRD #4914254 · CLARO ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

CLARO ADVISORS INC.
Jul 2014 – present
CORBY ASSET MANAGEMENT
Aug 2010 – Sep 2014
HINGHAM, MA
CORBY ASSET MANAGEMENT LLC
Jun 2005 – Jul 2010
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · June 6, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARO ADVISORS, LLC
CRD 160294 · SEC 801-80372
AUM
$1.0B
Regulatory assets under management
Employees
22
3,282 client accounts
Services offered by CLARO ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CLARO ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jennifer Collier Street offer?
Jennifer Collier Street specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jennifer Collier Street's credentials?
Jennifer Collier Street is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Collier Street located?
Jennifer Collier Street is based in BOSTON, Massachusetts, working with CLARO ADVISORS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Jennifer Collier Street charge for services?
Jennifer Collier Street's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARO ADVISORS, LLC?
CLARO ADVISORS, LLC has approximately 22 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARO ADVISORS, LLC

Ryan Scott Belanger
BOSTON, MA
CFP

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Nearby cities in Massachusetts
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Research
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