Brett Darren Frascati

Employer firm

Claro Advisors Inc. CRD 160294

$1.41B regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• CONSULTING, ESTATE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 09/2016
  Pvg Asset Management Corp
  Centennial, CO
• 10/2016 → 07/2025
  Personal Capital Advisors Corporation
  Denver, CO
• 04/2023 → 07/2025
  Empower Advisory Group, Llc
  Denver, CO
• 08/2025 → 04/2026
  Dash Investments
  Plano, TX
• 05/2026 → Present
  Claro Advisors, Inc.
  Littleton, CO

Previous Registrations

• 2025-08-20 → 2026-04-10
  Dash Investments
  Woodland Hills, CA
  Plano, TX
• 2023-04-03 → 2025-07-16
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2016-08-23 → 2024-10-22
  Pvg Asset Management Corp
  Centennial, CO
• 2016-10-19 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO
• 2013-03-25 → 2014-09-05
  Montage Investments, Llc
  Leawood, KS
• 2012-10-29 → 2013-03-12
  Waddell & Reed
  Overland Park, KS
  Shawnee, KS

Other Businesses

1) Rental Property; Not investment-related; 2157 E. Mineral Avenue, Centennial, Colorado 80122; Rental; Owner; Property manager handles the day to day management; Paying for repairs or updates as needed; Less than 5% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-26
• S63 Uniform Securities Agent State Law Examination
  2008-06-25