Patrick Alfred Mcnamara

Current Employers

Claro Advisors Inc.

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2019-11-21

MA RA
APPROVED

Since 2019-11-21

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Morgan Stanley	Norwell	MA	06/2009	11/2019
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	11/2019
Claro Advisors Inc.	Boston	MA	11/2019	Present

06/2009 → 11/2019

Morgan Stanley

Norwell, MA
01/2015 → 11/2019

Morgan Stanley Private Bank, National Association

New York, NY
11/2019 → Present

Claro Advisors Inc.

Boston, MA

Previous Registrations

2009-06-01 → 2019-11-08

Morgan Stanley

Norwell, MA
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Norwell, MA
2006-09-08 → 2007-04-02

Morgan Stanley Dw Inc.

Norwell, MA

Norwell, MA

Other Businesses

INDEPENDENT INSURANCE AGENT; SAME LOCATION

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-12-04
S63	Uniform Securities Agent State Law Examination	1996-01-05

S65 Uniform Investment Adviser Law Examination

2000-12-04
S63 Uniform Securities Agent State Law Examination

1996-01-05

Designations

View on SEC IAPD

Current Employers

Claro Advisors Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews