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Matthew Allen Sawyer

Clarendon Insurance Agency, Inc.

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About Matthew Allen Sawyer

Matthew Allen Sawyer has been in the financial services industry for over 15 years. He is currently a registered representative with Clarendon Insurance Agency, Inc. Matthew has previously worked for Raymond James Financial Services, Inc., The Leaders Group, Inc., DWS Investments Distributors, Inc, Lincoln Financial Distributors, Inc., Putnam Retail Management Limited Partnership, Nationwide Advisory Services, Inc., John Hancock Funds, Inc., ARM Securities Corporation, and Fundmark Investment Company Services, Inc. Matthew holds Series 6, 7, 63, 65, and 66 licenses as well as the SIE exam. Matthew is registered in Alaska, Idaho, Montana, Oregon, Utah, Washington, and Wyoming.

Firm Information

Matthew Sawyer is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Matthew Sawyer’s Registration & Firm History

MA

12/09/2019 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

MT

05/20/2019 - 07/30/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOZEMAN MT)

CO

09/11/2018 - 05/17/2019

THE LEADERS GROUP, INC. (LITTLETON CO)

IL

03/24/2006 - 05/28/2009

DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)

PA

08/19/2005 - 03/01/2006

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

MA

01/24/2000 - 08/08/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

OH

03/27/1997 - 01/20/2000

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

MA

10/09/1996 - 04/01/1997

JOHN HANCOCK FUNDS, INC. (BOSTON MA)

ND

05/09/1996 - 09/10/1996

ARM SECURITIES CORPORATION (MINOT ND)

NA

04/07/1994 - 01/01/1996

FUNDMARK INVESTMENT COMPANY SERVICES, INC.

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Licenses & Designations

BOTH

Issued 06/27/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/29/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Allen Sawyer.
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