Heather
Canty
Claro Advisors, LLC
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About this Advisor
Heather Canty is a financial advisor based in Hingham, Massachusetts, working with Claro Advisors, LLC. Heather has previously held positions at State Street Bank And Trust, State Strret, State Street Global Markets, LLC, Wells Fargo Investments Institute, Global Alternative Investment Services, Inc, Wells Fargo Funds Distributor, LLC, Twin Focus Capital Partners, LLC, and Claro Advisors, LLC. Heather has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Heather is part of Claro Advisors, LLC, which operates out of Hingham, Massachusetts. The firm has 7 offices and 22 employees. Claro Advisors, LLC manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Claro Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Claro Advisors, LLC Brokerage Details
$1,283,968,973
22
3,371
$380,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Heather Canty Work History
Claro Advisors, LLC
Twin Focus Capital Partners, LLC
Wells Fargo Funds Distributor, LLC
Wells Fargo Investments Institute
Global Alternative Investment Services, Inc
State Street Bank And Trust
State Street Global Markets, LLC
State Strret
Disclosures
Please visit the SEC profile of Heather Canty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Claro Advisors, LLC
Boston, MA
Boston, MA
Hingham, MA
Boston, MA
Boston, MA
Narragansett, RI
Boston, MA
Boston, MA
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