Clarendon Insurance Agency, Inc.

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
118
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Colin Lake

    Colin Lake

    President, Chief Executive OfficerCRD 2717313

  • Martin Woll

    Martin Woll

    Chief Operating Officer, Individual Retirement DivisionCRD 4868427

  • Jazmyn Andrews

    Jazmyn Andrews

    Service CoordinatorCRD 7945259

Contacts

3 of 115
  • Gabriel Reed

    Registered RepresentativeCRD 5904962

  • Deborah Miner

    Deborah Miner

    DirectorCRD 7827101

  • Nicholas Hamm

    Customer ServiceCRD 7973514

Unlock 112 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth