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Lincoln Ryder Hurney

Claro Advisors, LLC

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About Lincoln Ryder Hurney

Lincoln Ryder Hurney is an investment advisor representative associated with Claro Advisors, LLC. Lincoln is registered in Massachusetts and has been in the industry since January 2022. Lincoln holds a Series 65 license and has a background in education and business analysis. Lincoln specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Lincoln is also registered to provide advisory services to charitable organizations.

Firm Information

Lincoln Hurney 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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Lincoln Hurney’s Registration & Firm History

MA

02/23/2023 - Present

Claro Advisors, LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 02/22/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lincoln Ryder Hurney.
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