Braden Farley Osten
Investment adviser representative at Claro Advisors Inc.
10 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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
10 years in the industry.
- Claro Advisors Inc.Dec 2025 to now
- Ndvr, Inc.Jan 2022 to now
- Alliancebernstein L.P.Apr 2016 to Dec 2021
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 6503718
- Firm CRD
- 160294