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RIA / WealthAdvisor21 years in industry

NICHOLAS MANNUEL DESOUSA

Advisor at CLARO ADVISORS INC.

Narragansett, RI | BOSTON, MA

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Search this name across graphsid dfx:ria:0777a918-65b0-e456-febb-d6b0e7506898

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 19, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLARO ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 27, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: May 27, 2005
First registration: Jan 19, 2007
Dual registered: no
Other names: NICK DESOUSA
IAPD individual key: 4926509

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLARO ADVISORS INC.	Independent wealth	Feb 3, 2025	n/a	yes	Narragansett, RI\|BOSTON, MA	Current employment
MONECO ADVISORS	Independent wealth	Dec 6, 2019	Jan 31, 2025	no	FAIRFIELD, CT\|Narragansett, RI	Previous registration
MJP WEALTH ADVISORS	Independent wealth	Mar 20, 2018	Nov 1, 2019	no	Fairfield, CT\|Westport, CT\|FARMINGTON, CT	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 31, 2014	Mar 27, 2018	no	WHITE PLAINS, NY\|ARMONK, NY\|MINNEAPOLIS, MN\|MINNEAPOLIS, MN\|PURCHASE, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Jul 18, 2013	no	NEW YORK, NY\|NEW YORK, NY\|LINCOLN, RI	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jan 19, 2007	Oct 23, 2009	no	WESTON, FL\|FORT LAUDERDALE, FL\|LINCOLN, RI\|NEW YORK, NY\|LINCOLN, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MONECO ADVISORS	CLARO ADVISORS INC.	Jan 31, 2025	Feb 3, 2025	3	Firm change	RIA to RIA
MJP WEALTH ADVISORS	MONECO ADVISORS	Nov 1, 2019	Dec 6, 2019	35	Firm change	RIA to RIA
WELLS FARGO ADVISORS	MJP WEALTH ADVISORS	Mar 27, 2018	Mar 20, 2018	-7	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Jul 18, 2013	Jul 31, 2014	378	Firm change	Wirehouse to wirehouse
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other

Relationships

Registered with (6)

→ CLARO ADVISORS INC.Registered adviserregistration: current employment
Feb 3, 2025 to presentfactForm ADV
→ MONECO ADVISORSRegistered adviserregistration: previous registration
Dec 6, 2019 to Jan 31, 2025factForm ADV
→ MJP WEALTH ADVISORSRegistered adviserregistration: previous registration
Mar 20, 2018 to Nov 1, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 31, 2014 to Mar 27, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Jul 18, 2013factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 19, 2007 to Oct 23, 2009factForm ADV

Dated events

Occurred
Jan 31, 2025
Advisor changed firm
Nicholas Mannuel Desousa left Moneco Advisors for Claro Advisors Inc. (registered 2025-02-03)
Form ADVobserved 6 days ago