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Michael John Kurkulonis

Claro Advisors, LLC

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About Michael John Kurkulonis

Michael Kurkulonis is an investment advisor representative with Claro Advisors, LLC. Michael has been in the industry since 2005 and is currently registered with the state of Massachusetts. Michael is licensed to provide investment advice to both individuals and pooled investment vehicles. Michael has been with Claro Advisors, LLC since September of 2012 and previously worked at Mutual Securities, Inc. and New England Securities. Michael has a variety of experience in the investment industry and can provide financial planning, consulting, and investment management services.

Firm Information

Michael Kurkulonis 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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Michael Kurkulonis’s Registration & Firm History

MA

09/26/2012 - Present

Claro Advisors, LLC (BOSTON MA)

MA

09/12/2012 - 05/07/2015

MUTUAL SECURITIES, INC. (BOSTON MA)

MA

07/20/2006 - 08/31/2012

NEW ENGLAND SECURITIES (FITCHBURG MA)

NY

09/02/2005 - 06/12/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 09/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Kurkulonis.
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