Anna Nicastro

Current Employers

Claro Advisors Inc.

100 High Street Suite 950, Boston, MA 02110 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-07-10

MA RA
APPROVED

Since 2025-07-10

Branch Locations

Boston, MA • United States

100 High Street Suite 950, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Anna Nicastro, Cfp	Sudbury	MA	09/2007	12/2020
Pension & Wealth Management Advisors	Waltham	MA	02/2021	06/2025
Claro Advisors Inc.	Boston	MA	07/2025	Present

09/2007 → 12/2020

Anna Nicastro, Cfp

Sudbury, MA
02/2021 → 06/2025

Pension & Wealth Management Advisors

Waltham, MA
07/2025 → Present

Claro Advisors Inc.

Boston, MA

Previous Registrations

2021-03-11 → 2025-06-30

Pension & Wealth Management Advisors

Waltham, MA

Other Businesses

1) 21-23 John Street; Not investment-related; 21-23 John Street, Newton, MA 02459; Family real estate rental; Manager; Manage multi-family rental property; Approx. 5% of time during the month.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-11-04

S66 Uniform Combined State Law Examination

2004-11-04

Designations

Other Names

Anna D'ALfonso

View on SEC IAPD