CLARENDON INSURANCE AGENCY, INC.

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
120
Avg account
$0

Firm details

Headquarters
WALTHAM, Massachusetts
CRD number
7395
Registered since
April 29, 1977

Firm profile

FINTRX

Overview

Clarendon Insurance Agency, Inc. is organized as a corporation and shows a long-standing registration dating to 1977. Public records for the firm are sparse: it is listed as owned by a domestic entity and by an individual, carries an "Unclassified" firm type, and is not identified as a capital allocator. The profile does not include a description of the firm's advisory activities, fee schedule, or core business lines beyond its corporate designation. Regulatory flags and program attributes in the available data are limited. The firm is not marked as an active ESG investor, does not present itself as a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser. That combination of sparse advisory detail and the "capital allocator: No" designation suggests the entity functions primarily outside the scope of discretionary asset management as typically reported by investment-manager databases.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • COLIN LAKE

    President, Chief Executive OfficerCRD 2717313

  • Martin Woll

    Chief Operating Officer, Individual Retirement DivisionCRD 4868427

  • Jazmyn Andrews

    Service CoordinatorCRD 7945259

Contacts

3 of 117
  • Gabriel Reed

    Registered RepresentativeCRD 5904962

  • Deborah Miner

    DirectorCRD 7827101

  • Nicholas Hamm

    Customer ServiceCRD 7973514

Unlock 114 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth