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TC

Tyler S. Carr

CLARENDON INSURANCE AGENCY
Waltham, MA 02451
CRD#: 1789293
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TC
Tyler Skipwith CarrCLARENDON INSURANCE AGENCY

Professional summary


Tyler Skipwith Carr, CIMA®, who also goes by Tyler S Carr, is a registered financial professional currently at CLARENDON INSURANCE AGENCY, INC. located in Waltham, Massachusetts.

Tyler is registered as a RR (Registered Representative) and started their career in finance in 1988. Tyler has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tyler S Carr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Tyler Skipwith Carr's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Experience


Current

August 20, 2015 - Present

CLARENDON INSURANCE AGENCY, INC.

Office #1: 230 3rd Avenue 6th Floor, Waltham, MA 02451
BD
CRD#: 7395
Waltham, MA
Past

May 20, 2014 - February 2, 2015

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
HOUSTON, TX
Past

October 10, 2012 - January 16, 2015

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
HOUSTON, TX
Past

May 20, 2010 - March 8, 2012

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA
CRD#: 106435
BOSTON, MA
Past

May 14, 2010 - December 31, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA
CRD#: 105790
BOSTON, MA
Past

January 12, 2010 - March 7, 2012

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

January 1, 2002 - March 5, 2012

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

August 27, 1991 - January 1, 2002

MANULIFE WOOD LOGAN, INC.

BD
CRD#: 19177
STAMFORD, CT
Past

June 11, 1991 - August 20, 1991

COMPREHENSIVE FINANCIAL SERVICES, INC.

BD
CRD#: 22710
Past

February 23, 1988 - August 19, 1989

FERRIS, BAKER WATTS, LLC

BD
CRD#: 285
BALTIMORE, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/30/2019)
RR
Alaska
(3/30/2019)
RR
Arizona
(3/30/2019)
RR
Arkansas
(7/15/2019)
RR
California
(10/26/2018)
RR
Colorado
(11/6/2018)
RR
Connecticut
(11/19/2018)
RR
Delaware
(5/6/2019)
RR
District of Columbia
(5/13/2019)
RR
Georgia
(8/23/2019)
RR
Hawaii
(5/3/2019)
RR
Idaho
(3/30/2019)
RR
Illinois
(1/2/2019)
RR
Indiana
(3/27/2019)
RR
Iowa
(8/20/2015)
RR
Kansas
(4/12/2019)
RR
Kentucky
(3/30/2019)
RR
Louisiana
(10/26/2018)
RR
Maine
(6/21/2019)
RR
Maryland
(3/30/2019)
RR
Massachusetts
(8/20/2015)
RR
Michigan
(11/7/2018)
RR
Minnesota
(8/20/2015)
RR
Mississippi
(11/9/2018)
RR
Missouri
(4/10/2019)
RR
Montana
(8/20/2015)
RR
Nebraska
(3/30/2019)
RR
Nevada
(8/20/2015)
RR
New Hampshire
(11/15/2019)
RR
New Mexico
(4/12/2019)
RR
New York
(8/20/2015)
RR
North Carolina
(3/30/2019)
RR
North Dakota
(8/20/2015)
RR
Ohio
(11/6/2018)
RR
Oklahoma
(3/30/2019)
RR
Oregon
(8/20/2015)
RR
Pennsylvania
(10/30/2018)
RR
Rhode Island
(11/14/2018)
RR
South Carolina
(4/17/2019)
RR
South Dakota
(3/30/2019)
RR
Texas
(1/18/2019)
RR
Utah
(8/20/2015)
RR
Vermont
(4/2/2019)
RR
Virginia
(1/2/2019)
RR
Washington
(5/14/2019)
RR
West Virginia
(4/9/2019)
RR
Wisconsin
(3/30/2019)
RR
Wyoming
(11/15/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/10/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CLARENDON INSURANCE AGENCY, INC.
CLARENDON INSURANCE AGENCY, INC. | GEORGE E. MADEN | EMAC TRADING LLC

CRD#: 7395 / SEC#: , 8-21590

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
230 3rd Ave 6th Floor, Waltham, MA 02451
Mailing Address
230 3rd Ave 6th Floor, Waltham, MA 02451
Phone number
(781) 790-8600
Established
Massachusetts since 03/04/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
DELAWARE LIFE INSURANCE COMPANYSOLE SHAREHOLDER
BLOOM, MICHAEL SCOTTDIRECTOR & SECRETARY5200070
CAREY, ELIZABETHCHIEF COMPLIANCE OFFICER4889080
JOSEPH, JAMESFINANCIAL AND OPERATIONS PRINCIPAL6576566
LAKE, COLIN CPRESIDENT AND DIRECTOR2717313
WANG, FANG LINDADIRECTOR7675208

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CLARENDON INSURANCE AGENCY, INC.

CRD#: 7395Waltham, MA 02451

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