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 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
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 117Gabriel 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
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