Joseph Porter Waitkevich
Investment adviser representative at Claro Advisors Inc.
11 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
11 years in the industry.
- Claro Advisors Inc.Jun 2026 to now
- Concord Wealth PartnersJan 2022 to May 2026
- Coppertree, LLCAug 2021 to Dec 2021
- Hopkinton Country ClubMay 2019 to May 2021
- Fairfield UniversitySep 2017 to May 2021
- Pleasant Valley Country ClubMay 2015 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7360609
- Firm CRD
- 160294