Michael John Cooney

Current Employers

Claro Advisors Inc.

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-01-03

MA RA
APPROVED

Since 2023-01-03

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	Boston	MA	04/2014	09/2022
Claro Advisors Inc.	Boston	MA	12/2022	Present
One Charles Wealth	Hingham	MA	11/2022	12/2022

04/2014 → 09/2022

Morgan Stanley

Boston, MA
12/2022 → Present

Claro Advisors Inc.

Boston, MA
11/2022 → 12/2022

One Charles Wealth

Hingham, MA

Previous Registrations

2014-06-27 → 2022-09-28

Morgan Stanley

Boston, MA

Boston, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-06-27
S63	Uniform Securities Agent State Law Examination	1985-01-07

S66 Uniform Combined State Law Examination

2014-06-27
S63 Uniform Securities Agent State Law Examination

1985-01-07

View on SEC IAPD

Current Employers

Claro Advisors Inc.

Disclosures

Employment History

Previous Registrations

Exams

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