Braden Farley Osten

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

• 04/2016 → 12/2021
  Alliancebernstein L.P.
  Boston, MA
• 01/2022 → Present
  Ndvr, Inc.
  Boston, MA
• 12/2025 → Present
  Claro Advisors Inc.
  Boston, MA

Previous Registrations

• 2022-01-11 → 2026-03-20
  Ndvr
  Winchester, MA
• 2019-07-01 → 2022-01-05
  Alliancebernstein L.P.
  Washington, DC

Other Businesses

1) On a temporary and transitional basis, Mr. Osten will be dually registered as an investment advisor representative with Claro Advisors Inc. ("Claro Advisors") and NDVR, Inc. ("NDVR"). This dual affiliation is strictly for transitional purposes only. Following the transition of clients, this dual affiliation will cease.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-01

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Brad Osten