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RIA / WealthAdvisor22 years in industry

DANA CHRISTIAN ROWEN

Advisor at CLARO ADVISORS INC.

BOSTON, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2004 to Sep 14, 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 28, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 28, 2004
First registration: Jul 2, 2004
Dual registered: no
IAPD individual key: 4719436

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 10, 2012	n/a	yes	BOSTON, MA	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Feb 16, 2012	no	Wellesley, MA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	WELLESLEY, MA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jul 2, 2004	Apr 2, 2007	no	WELLESLEY, MA\|WELLESLEY, MA	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
MORGAN STANLEY	CLARO ADVISORS INC.	Feb 16, 2012	Feb 10, 2012	-6	Firm change	Wirehouse to new firm
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (4)

→ CLARO ADVISORS INC.Registered adviserregistration: current employment
Feb 10, 2012 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Feb 16, 2012factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jul 2, 2004 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.