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 organized as a corporation and has been registered with the SEC since 1977. The firm is owned by domestic stakeholders and individuals; its public profile classifies it as unclassified rather than as a traditional registered investment adviser focused on discretionary capital allocation. Available records show the firm does not identify itself as a capital allocator and does not report active ESG investing activity. Several administrative attributes appear in the filing: Clarendon is not listed as a multi-state adviser, is not newly formed, and is not identified as a pension consultant or a related adviser to another registered entity. Beyond those registry fields, there is no substantive public description of advisory services, investment strategy, or client types in the provided dataset.
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 3Colin Lake
President, Chief Executive OfficerCRD 2717313

Martin Woll
Chief Operating Officer, Individual Retirement DivisionCRD 4868427

Jazmyn Andrews
Service CoordinatorCRD 7945259
Contacts
3 of 118Gabriel Reed
Registered RepresentativeCRD 5904962

Deborah Miner
DirectorCRD 7827101
Nicholas Hamm
Customer ServiceCRD 7973514
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
Shields & Company, Inc.
Broker-DealerWaltham, MA
Commonwealth Financial Network
Broker-DealerWaltham, MA
EZE Castle Transaction Services LLC
Broker-DealerWaltham, MA
Compass Securities Corporation
Broker-DealerBraintree, MA
Ss&C Market Services, LLC
Broker-DealerBoston, MA
Race Rock Capital LLC
Broker-DealerWinchester, MA