Patrick A. Mcnamara

CLARO ADVISORS

BOSTON, MA 02110

Some features on this profile are disabled

CRD#: 2672983

Professional summary

Patrick Alfred Mcnamara, CFP® is a registered financial advisor currently at CLARO ADVISORS INC. located in Boston, Massachusetts.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Patrick has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

INDEPENDENT INSURANCE AGENT; SAME LOCATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Alfred Mcnamara's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

November 21, 2019 - Present

CLARO ADVISORS INC.

Office #1: 100 High Street Suite 950, Boston, MA 02110

RIA

CRD#: 160294

BOSTON, MA

Past

June 1, 2009 - November 8, 2019

MORGAN STANLEY

RIA

CRD#: 149777

Norwell, MA

Past

June 1, 2009 - November 8, 2019

MORGAN STANLEY

CRD#: 149777

Norwell, MA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

NORWELL, MA

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

NORWELL, MA

Past

September 8, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

NORWELL, MA

Past

October 30, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

NORWELL, MA

Past

April 23, 1998 - March 10, 2000

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

November 21, 1995 - March 26, 1998

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

CLARO ADVISORS INC.

CLARO ADVISORS INC. | LITCHFIELD FINANCIAL, LLC | CLARO ADVISORS, LLC | CLARO ADVISORS LLC

CRD#: 160294 / SEC#: 801-80372

RIA

Registered Investment Advisory firm - (10/8/2014 Approved)

Massachusetts

Registered Investment Advisory firm - (10/16/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(11/21/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/4/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/5/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/23/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/18/1995

General Securities Representative Examination

Current Firm

CLARO ADVISORS INC.

CLARO ADVISORS INC. | LITCHFIELD FINANCIAL, LLC | CLARO ADVISORS, LLC | CLARO ADVISORS LLC

CRD#: 160294 / SEC#: 801-80372

RIA

Registered Investment Advisory firm - (10/8/2014 Approved)

Massachusetts

Registered Investment Advisory firm - (10/16/2014 Terminated)

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

100 High Street Suite 950, Boston, MA 02110

Mailing Address

Phone number

(800) 604-2838

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLARO ADV PART 2A (10/31/2025)

Regulatory assets under management

Total Number of Accounts	3,371
AUM (Assets Under Management)	$ 1,283,968,973

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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patrick A. Mcnamara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Alfred Mcnamara's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

GOLDMAN SACHS & CO. LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

CLARO ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/4/2000

Series 63

Date: 1/5/1996

SIE

Date: 10/1/2018

Series 31

Date: 2/23/2001

Series 7

Date: 11/18/1995

Current Firm

CLARO ADVISORS INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLARO ADVISORS INC.

TRUST BUT VERIFY

Similar Advisors