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Nicholas Mannuel Desousa

Investment Adviser Representative at Claro Advisors Inc.

Narragansett, RICRD #4926509Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
5

Professional summary

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

Nicholas Mannuel Desousa is an investment adviser representative with Claro Advisors Inc. in Narragansett, RI, where they have been registered since 2025. They have worked in the securities industry since 2006 and have been registered with 6 firms, including Moneco Advisors and MJP Wealth Advisors. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Rhode Island.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Rhode Island

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/17/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 5/27/2005
SIE
Securities Industry Essentials Examination
Passed 3/27/2018
Series 7
General Securities Representative Examination
Passed 4/22/2005
Series 24
General Securities Principal Examination
Passed 8/14/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Claro Advisors Inc.Current
2/3/2025 – Narragansett, RI
Moneco Advisors
12/6/2019 – 1/31/2025Narragansett, RI
MJP Wealth Advisors
3/20/2018 – 11/1/2019Westport, CT
Wells Fargo Clearing Services, LLC
7/31/2014 – 3/27/2018Greenwich, CT
Merrill Lynch, Pierce, Fenner & Smith Incorporated
10/23/2009 – 7/18/2013New York, NY
BANC OF America Investment Services, Inc.
1/19/2007 – 10/23/2009New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo Clearing Services, LLC
    Jul 2014 – Mar 2018Armonk, NY
  2. MJP Wealth Advisors
    Mar 2018 – Nov 2019Farmington, CT
  3. LPL Financial, LLC
    Dec 2019 – Dec 2021Fairfield, CT
  4. Moneco Advisors, LLC
    Dec 2019 – Feb 2025Fairfield, CT
  5. Claro Advisors Inc.
    Feb 2025 – no end date reportedNarragansett, RI

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.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Structured NotesProtective InvestingTax OptimizationRetirement PlanningWealth PreservationFiduciary AdviceIndependent Advisory

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

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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. Nicholas Mannuel Desousa 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.

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