Joseph Porter Waitkevich

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

• 06/2026 → Present
  Claro Advisors Inc.
  Austin, TX
• 08/2021 → 12/2021
  Coppertree, Llc
  Braintree, MA
• 05/2019 → 05/2021
  Hopkinton Country Club
  Hopkinton, MA
• 05/2015 → 09/2018
  Pleasant Valley Country Club
  Sutton, MA
• 09/2017 → 05/2021
  Fairfield University
  Fairfield, CT
• 01/2022 → 05/2026
  Concord Wealth Partners
  Braintree, MA

Previous Registrations

• 2022-01-11 → 2026-06-01
  Concord Wealth Partners
  Worcester, MA
  Abingdon, VA
• 2021-08-31 → 2021-12-31
  Coppertree®, Llc
  Worcester, MA

Other Businesses

1) Clearwater Divorce Advisors, LLC; Not investment-related; One Kelley Square, Suite 208, Worcester, MA. 01610; Divorce financial practice specializing in asset division, pension valuations and preparation of Qualified Domestic Relations Orders; Divorce Financial Consultant; Assist divorcing parties in asset division purusant to their divorce agreements, prepare pension valuations, various financial analyses such as Cavanagh Analysis, Baccanti Analysis. Prepare QDROs and answer general divorce finance related questions as needed; Approx. 50% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-20