RB
Ryan S. Belanger
CLARO ADVISORS
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 4846843
RB
Professional summary
Ryan Scott Belanger, CFP® is a registered financial advisor currently at CLARO ADVISORS INC. located in Boston, Massachusetts.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ryan has worked at 5 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 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.
1. CLARO ADVISORS LLC, START: 01/01/2012, 185 DARTMOUTH STREET, 6TH FLOOR, BOSTON, MA 02116, LLC, RIA, MANAGING PRINCIPAL/INVESTMENT ADVISOR REPRESENTATIVE, IAR, INVESTMENT RELATED, 160 HOURS PER MONTH, 8 HOURS PER DAY DURING TRADING HOURS.
2. MARCUS INSURANCE, LLC, START: 06/2013, 389 BOSTON POST ROAD SUDBURY, MA 01776, INSURANCE AGENCY/AGENT, RECOMMEND TERM INSURANCE FOR RIA CLIENTS, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS.
3. PIKE GROUP LLC. START: 01/01/2015, 326 COMMONWEALTH AVE 2R, BOSTON MA 02115, REAL ESTATE GROUP, PARTNER/PASSIVE INVESTOR, NOT INVESTMENT RELATED, 5 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
4. AMERICAN CANCER SOCIETY, START DATE: 01/01/2018, 125 HUNTINGTON AVE, BOSTON, MA 02130, NON-PROFIT ORGANIZATION, VOLUNTEER EXECUTIVE COMMITTEE, ASSIST IN PLANNING AND EXECUTING AN ANNUAL FUNDRAISER CALLED COACHES VS CANCER EVENT FOR THE AMERICAN CANCER SOCIETY LOCAL CHAPTER, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Scott Belanger'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®
CFP®
Start date: 2009
Experience
Current
January 27, 2012 - Present
CLARO ADVISORS INC.
Office #1: 100 High Street Suite 950, Boston, MA 02110RIA
CRD#: 160294
BOSTON, MA
Past
January 27, 2012 - December 31, 2019
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
BOSTON, MA
Past
October 27, 2010 - February 14, 2012
MORGAN STANLEY
RIA
CRD#: 149777
WORCESTER, MA
Past
June 1, 2009 - February 14, 2012
MORGAN STANLEY
BD
CRD#: 149777
WORCESTER, MA
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
WORCESTER, MA
Past
September 3, 2004 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
WORCESTER, 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".
CA
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)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
Maine(11/12/2014)
IAR
Massachusetts(1/27/2012)
IAR
Texas(3/7/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CA
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
22
SEC notice filing (20 States and Territories)
Documents
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.
Company Information
CLARO ADVISORS INC.
CRD#: 160294Boston, MA 02110TRUST BUT VERIFY
Monitor Ryan Belanger
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
