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Jennifer Collier Street

Claro Advisors, LLC

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About Jennifer Collier Street

Jennifer Collier Street is a registered investment advisor representative with Claro Advisors, LLC. Jennifer has been in the industry since 2005. Jennifer has a Series 66, Series 7 and Series 24 license. Jennifer has previously worked for Mutual Securities, Inc. and Corby Capital Markets, Inc.. Claro Advisors, LLC is an investment advisory firm headquartered in Boston, MA, which provides financial planning, pension consulting, and portfolio management for individuals, pooled investment vehicles, and charitable organizations.

Firm Information

Jennifer Street is currently registered with Claro Advisors, LLC. Claro Advisors, LLC is a Boston, MA-based registered investment advisor with approximately $1 billion in regulatory assets under management. The firm provides investment advisory services to a range of clients, including individuals, corporations, charities, and pooled investment vehicles. Claro Advisors specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. They have a team of 17 investment advisor representatives and 8 licensed agents.
Claro Advisors, LLC

100 HIGH STREET

BOSTON, MA 02110

$1.02B

Assets Under Management

11

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jennifer Street’s Registration & Firm History

MA

07/01/2014 - Present

Claro Advisors, LLC (BOSTON MA)

MA

03/25/2015 - 12/31/2019

MUTUAL SECURITIES, INC. (BOSTON MA)

MA

05/26/2005 - 08/15/2013

CORBY CAPITAL MARKETS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 06/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/11/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Collier Street.
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