Nicholas Edward Nowak
Investment adviser representative at Claro Advisors Inc.
22 yearsExperience
1 stateRegistered in
$1.4BFirm assets
12 yearsFirm in business
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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
22 years in the industry.
- Claro Advisors Inc.Jul 2025 to now
- UnemployedJan 2024 to Jun 2025
- William Blair Investment ManagementDec 2018 to Dec 2023
- UnemployedMay 2018 to Dec 2018
- Fidelity Investments Institutional Services Company IncAug 2004 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2025
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
- 4862029
- Firm CRD
- 160294