AdFi
AN

Anna Nicastro

Investment Adviser Representative at CLARO ADVISORS INC.

Boston, MACRD #4830067Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Anna Nicastro has worked in the securities industry since 2021. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Massachusetts.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Massachusetts
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/4/2004
Series 7
General Securities Representative Examination
Passed 9/23/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Claro Advisors Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CLARO ADVISORS INC.Current
7/10/2025Boston, MA
PENSION & WEALTH MANAGEMENT ADVISORS
3/11/20216/30/2025Waltham, MA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CLARO ADVISORS INC.

Showing 12 of 20 in the directory

View CLARO ADVISORS INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anna Nicastro has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched