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 is presented in filings as an insurance agency. The entity is registered with the SEC since 1977. Ownership is listed as a mix of a domestic corporate entity and an individual, and the firm’s regulatory classification is recorded as unclassified. The profile on file identifies the organization more with insurance activity than with investment management: it is not designated as a capital allocator, is not a multi-state adviser, is not a pension consultant, and is not flagged as an active ESG investor. Several typical advisory fields (client base, fee structure, specific advisory activities) are not populated in the source data.
Assets & Accounts
Investments & Alternatives
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 115Gabriel 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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