Clarendon Insurance Agency, Inc.
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 7395
- Registered since
- April 29, 1977
- Website
- clarendoninsurance.com
Firm profile
FINTRXOverview
Clarendon Insurance Agency, Inc. is a corporation that has been SEC-registered since 1977. Ownership is listed as a domestic entity and individual ownership structure. Regulatory descriptors in the source mark the firm as "Unclassified." The firm's profile flags are narrow: it is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The available records do not provide a breakdown of advisory activities, fee structure, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Martin Woll
Chief Operating Officer, Individual Retirement DivisionCRD 4868427
Colin Lake
President, Chief Executive OfficerCRD 2717313
Jazmyn Andrews
Service CoordinatorCRD 7945259
Contacts
3 of 115Gabriel Reed
Registered RepresentativeCRD 5904962
Carrie Briar
Key Account ManagerCRD 4134785
Anders Smith
National Sales ConsultantCRD 1554858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 230 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Commonwealth Financial Network
Broker-DealerWaltham, MA
EZE Castle Transaction Services LLC
Broker-DealerWaltham, MA
Shields & Company, Inc.
Broker-DealerWaltham, MA
Ss&C Market Services, LLC
Broker-DealerBoston, MA
Alantra, LLC
Broker-DealerBoston, MA
Boston Partners Securities, L.L.C.
Broker-DealerBoston, MA