Clarendon Insurance Agency, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
115
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Martin Woll

    Martin Woll

    Chief Operating Officer, Individual Retirement DivisionCRD 4868427

  • Colin Lake

    Colin Lake

    President, Chief Executive OfficerCRD 2717313

  • Jazmyn Andrews

    Jazmyn Andrews

    Service CoordinatorCRD 7945259

Contacts

3 of 112
  • Gabriel Reed

    Registered RepresentativeCRD 5904962

  • Carrie Briar

    Carrie Briar

    Key Account ManagerCRD 4134785

  • Anders Smith

    Anders Smith

    National Sales ConsultantCRD 1554858

Unlock 109 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth