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FIRM PROFILE
Overview
CLARENDON INSURANCE AGENCY, INC. is located at 230 3rd Ave 6th Floor, Waltham, MA 02451 and was first established at Boston, Massachusetts in 03/04/1968. After operating for 58 years, CLARENDON INSURANCE AGENCY, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CLARENDON INSURANCE AGENCY, INC.’s clients are individuals and 0% of their clients are high net worth individuals. CLARENDON INSURANCE AGENCY, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CLARENDON INSURANCE AGENCY, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CLARENDON INSURANCE AGENCY, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CLARENDON INSURANCE AGENCY, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for CLARENDON INSURANCE AGENCY, INC. Comes From
Understanding the Statistics for CLARENDON INSURANCE AGENCY, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
230 3rd Ave 6th Floor, Waltham, MA 02451
230 3rd Ave 6th Floor, Waltham, MA 02451
Small
(781) 790-8600
Massachusetts since 03/04/1968
Corporation
December
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Advisor's working at CLARENDON INSURANCE AGENCY, INC.
Mark T Eberhart
Anders Downey Smith
Matthew Allen Sawyer
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