Nicholas Edward Nowak
Investment Adviser Representative at Claro Advisors Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas Edward Nowak is an investment adviser representative with Claro Advisors Inc. in Boston, MA, where they have been registered since 2025. They have worked in the securities industry since 2006 and have been registered with 3 firms, including William Blair and Fidelity Investments Institutional Services Company, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Investments Institutional Services Company IncAug 2004 – May 2018Smithfield, RI
- UnemployedMay 2018 – Dec 2018Boston, MA
- William Blair Investment ManagementDec 2018 – Dec 2023Boston, MA
- UnemployedJan 2024 – Jun 2025Charlestown, MA
- Claro Advisors Inc.Jul 2025 – no end date reportedBoston, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Claro Advisors Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Protective investing solutions including structured notes (institutional-grade strategies designed to provide more protection and income than traditional stocks or bonds), and tax optimization services including an AI-powered tax return review to uncover opportunities to reduce tax bills and improve after-tax returns.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Boston, MA
- Founded:
- 2012
- SEC file number:
- 801-80372
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Claro Advisors Inc.
Showing 12 of 20 in the directory
Similar advisors in Boston, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Edward Nowak 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