CB
Clare L. Boerschlein Hare
BROOKSTONE WEALTH ADVISORS
Hingham, MA 02043
Some features on this profile are disabled
CRD#: 1867232
CB
Professional summary
Clare Louise Boerschlein Hare, who also goes by Clare Louise Boerschlein, Clare Louise Boerschleinhare, Clare Boerschlein Hare, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Hingham, Massachusetts.
Clare is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Clare has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Clare Louise Boerschlein | Clare Louise Boerschleinhare | Clare Boerschlein Hare
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Hackmann Wealth Partners. Licensed CT insurance sales agent (Accident & Health or Sickness, Credit, Life & Travel: Participate in insurance and annuity sales as member of Hackmann Wealth Partners LLC team. -Start Date 10-26-2021 -Approximate number of hours spent: 3 hours per month; 1 hour most during trading hours --Soliciting clients for Life Insurance Sales Clare Hare Darien LLC --Clothing business: Clare Hare Darien --Not investment related -Address: 21 Old Farm Road Darien, CT 06820 --President/CEO --Started 6/2005 --5 hours per month; --0 hours during trading hours --Oversee resortwear company; online and in person sales to clients and wholesale to golf clubs. Consulting Business Clare Hare Darien --President/CEO Clare Hare Darien LLC --Not investment-related --Address: 21 Old Farm Road Darien, CT 06820 --Consulting--mostly strategy and fundraising; other topics --Consultant --2012 start date to present --5-10 hours per month --0 hours during trading hours --Work for consulting platforms (including service as External Worker for McKinsey) to do various projects
CRS (Client Relationship Summary) - RIA
Click below to view Clare Louise Boerschlein Hare's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 18, 2022 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 99 Derby Street Suite 200, Hingham, MA 02043Office #2: 290 Harbor Drive Workpoint Suites, Stamford, CT 06902Office #3: 4520 North Fairfax Drive, Arlington, VA 22203Office #4: 301 Edgewater Place Suite 100, Wakefield, MA 01880Office #5: 75 Arlington Street Suite 500, Boston, MA 02116Office #6: 71 Raymond Road, West Hartford, CT 06107Office #7: 303 Wyman Street Suite 275, Waltham, MA 02451RIA
CRD#: 137658
Hingham, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(5/18/2022)
IAR
Florida(6/16/2022)
IAR
Massachusetts(5/25/2022)
IAR
Pennsylvania(5/18/2022)
IAR
Virginia(5/18/2022)
Current Firm
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
244
SEC notice filing (52 States and Territories)
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BROOKSTONE WEALTH ADVISORS, LLC
CRD#: 137658Hingham, MA 02043TRUST BUT VERIFY
Monitor Clare Boerschlein Hare
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
