Clarendon Insurance Agency, Inc.

Broker-DealerFINRA MemberEst. 1977
Total AUM
—
Advisory reps
116
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 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

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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
  • 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 113
  • Gabriel Reed

    Registered RepresentativeCRD 5904962

  • Carrie Briar

    Carrie Briar

    Key Account ManagerCRD 4134785

  • Anders Smith

    Anders Smith

    National Sales ConsultantCRD 1554858

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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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