Dana Rowen is a registered investment advisor at Claro Advisors INC., based in Boston, MA, with 22 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 999 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Claro Advisors charges a percentage of your portfolio's value each year for investment management. This fee ranges from 0.50% to 1.50% depending on the complexity of the services, the amount you invest, and your overall relationship with Claro. Fees are negotiable. Certain legacy clients are not subject to this fee range. The fee does not include brokerage and custody fees.
Location
100 High Street, Suite 950, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dana works as an investment advisor representative (IAR) at Claro Advisors LLC, dedicating nearly full-time hours to this role. She also works as an insurance agent selling life insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Claro Advisors INC.
Previous Registrations
Mutual Securities, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Eaton Vance Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.