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 focused on insurance services; the firm record lists ownership as a combination of a domestic entity and an individual. The database entry classifies the firm as unclassified and indicates it does not operate as a capital allocator. The profile also notes the firm is not identified as an active ESG investor and is not flagged as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. The source provides no breakdown of advisory or fee activities, client segments, or investment mandates, so there is no available detail on product lines, distribution focus, or how the firm positions itself in wealth- or capital-management contexts.
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 112Gabriel 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
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