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EC

Elizabeth Carey

CLARENDON INSURANCE AGENCY
WALTHAM, MA 02451
Some features on this profile are disabled
CRD#: 4889080
EC
Elizabeth CareyCLARENDON INSURANCE AGENCY

Professional summary

Elizabeth Carey, who also goes by Elizabeth Long, Elizabeth Long, is a registered financial professional currently at CLARENDON INSURANCE AGENCY, INC. located in Waltham, Massachusetts.

Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2005. Elizabeth has worked at 9 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Aliases

Elizabeth Long | Elizabeth Long

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 Elizabeth Carey'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®
None

Experience

Current

November 22, 2017 - Present

CLARENDON INSURANCE AGENCY, INC.

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

August 26, 2022 - December 15, 2025

J. ALDEN ASSOCIATES, INC.

BD
CRD#: 40002
WAYNE, PA
Past

January 2, 2015 - July 7, 2016

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
WEST WARWICK, RI
Past

April 5, 2006 - August 16, 2017

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
WEST WARWICK, RI
Past

August 8, 2005 - January 2, 2015

NEW ENGLAND SECURITIES

RIA
CRD#: 615
WEST WARWICK, RI
Past

August 8, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

August 8, 2005 - September 6, 2013

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
BOSTON, MA
Past

August 8, 2005 - September 6, 2013

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
BOSTON, MA
Past

August 8, 2005 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
WEST WARWICK, RI
Past

August 8, 2005 - June 30, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
WEST WARWICK, RI
Past

February 3, 2005 - May 27, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

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
(11/5/2019)
RR
Alaska
(11/5/2019)
RR
Arizona
(11/5/2019)
RR
Arkansas
(11/5/2019)
RR
California
(11/5/2019)
RR
Colorado
(11/5/2019)
RR
Connecticut
(11/5/2019)
RR
Delaware
(11/5/2019)
RR
District of Columbia
(11/5/2019)
RR
Georgia
(11/5/2019)
RR
Hawaii
(11/5/2019)
RR
Idaho
(11/5/2019)
RR
Illinois
(11/5/2019)
RR
Indiana
(11/5/2019)
RR
Iowa
(11/22/2017)
RR
Kansas
(11/5/2019)
RR
Kentucky
(11/5/2019)
RR
Louisiana
(11/5/2019)
RR
Maine
(11/5/2019)
RR
Maryland
(11/5/2019)
RR
Massachusetts
(11/22/2017)
RR
Michigan
(11/5/2019)
RR
Minnesota
(11/22/2017)
RR
Mississippi
(11/5/2019)
RR
Missouri
(11/5/2019)
RR
Montana
(11/22/2017)
RR
Nebraska
(11/5/2019)
RR
Nevada
(11/22/2017)
RR
New Hampshire
(11/5/2019)
RR
New Jersey
(9/8/2022)
RR
New Mexico
(11/5/2019)
RR
New York
(11/22/2017)
RR
North Carolina
(11/5/2019)
RR
North Dakota
(11/22/2017)
RR
Ohio
(11/5/2019)
RR
Oklahoma
(11/5/2019)
RR
Oregon
(11/22/2017)
RR
Pennsylvania
(11/5/2019)
RR
Rhode Island
(11/5/2019)
RR
South Carolina
(11/5/2019)
RR
South Dakota
(11/5/2019)
RR
Texas
(11/5/2019)
RR
Utah
(11/22/2017)
RR
Vermont
(11/5/2019)
RR
Virginia
(11/5/2019)
RR
Washington
(11/5/2019)
RR
West Virginia
(11/5/2019)
RR
Wisconsin
(11/5/2019)
RR
Wyoming
(11/5/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/17/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/2/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 11/9/2005
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/27/2005
General Securities Principal Examination
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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