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William McDonough

Claro Advisors, LLC

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About William McDonough

William McDonough is an investment advisor representative with Claro Advisors, LLC, based in Boston, MA. William has been in the industry since 2018. William specializes in providing financial planning, pension consulting, and portfolio management services. William has a Series 7, Series 63 and Series 65 licenses. William is registered in Florida and Massachusetts.

Firm Information

William McDonough 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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William McDonough’s Registration & Firm History

MA

10/11/2019 - Present

Claro Advisors, LLC (BOSTON MA)

MA

05/12/2018 - 05/29/2019

J.P. MORGAN SECURITIES LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 09/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for William McDonough. Review regulatory record here.
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