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 has been an SEC-registered entity since 1977. The firm’s ownership is indicated as a mix of a domestic entity and an individual, and it is listed as “Unclassified” rather than fitting into a standard advisor category. The firm does not identify itself as a capital allocator, does not report active ESG investing, and is not flagged as a multi-state adviser or a pension consultant. The firm did not provide descriptions of its business activities, advisory services, client base, or fee schedules. That lack of disclosure makes it difficult to characterize Clarendon’s operating model from an investment-advice perspective; the name and registration history suggest the entity’s core activities may center on insurance services rather than traditional investment management.
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 113Gabriel 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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