Anna Nicastro
Investment adviser representative at Claro Advisors Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Claro Advisors inc.Jul 2025 to now
- Pension & Wealth Management AdvisorsFeb 2021 to Jun 2025
- Anna Nicastro, CfpSep 2007 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MA).
Claro Advisors Inc.
$1.4BAssets managed
1,123Clients
19Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4830067
- Firm CRD
- 160294