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Matthew Charles Wolf

Clarendon Insurance Agency, Inc.

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About Matthew Charles Wolf

Matthew Charles Wolf is a registered representative in the state of Massachusetts and holds the Series 6, 7, and 63 licenses. Matthew has been in the financial services industry since 1998. Matthew is currently associated with Clarendon Insurance Agency, Inc. Previously Matthew has worked at Cantor Fitzgerald & Co., Realty Capital Securities, LLC, Sun Life Financial Distributors, Inc., John Hancock Distributors LLC, and Manulife Wood Logan, Inc..

Firm Information

Matthew Wolf 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 Wolf’s Registration & Firm History

MA

01/24/2020 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

NY

01/16/2016 - 08/20/2018

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

01/03/2012 - 12/09/2015

REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)

MA

03/08/2010 - 12/08/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

01/01/2002 - 03/04/2010

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

CT

06/04/1996 - 01/01/2002

MANULIFE WOOD LOGAN, INC. (STAMFORD CT)

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Licenses & Designations

IA

Issued 09/19/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/1996

Series 7 - General Securities Representative Examination

BC

Issued 06/03/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Charles Wolf.
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