Funds Distributor, LLC
Firm details
- Headquarters
- Portland, Maine
- CRD number
- 7174
- Registered since
- May 20, 1976
Firm profile
FINTRXOverview
Funds Distributor, LLC is organized as a limited liability company and is classified in the dataset as a fund distributor. Ownership is listed as a combination of a domestic entity and an individual. The firm is identified as not acting as a capital allocator and is not flagged as an active ESG investor. Several advisor-related attributes in the snapshot are negative as well: it is not listed as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Public-facing detail about the firm’s client base, fee schedule, specific business activities, and advisory services is not included in the provided snapshot. That limits visibility into how the organization sources clients or structures engagements beyond its classification as a distributor of fund products.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Wayne Boyles
Chief Compliance OfficerCRD 6317607

Scott Hayward
Chief Executive OfficerCRD 4335063

Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785
Contacts
3 of 117
Tariq Akbar
ConsultantCRD 5245852

Jacqueline Lyons
Marketing ComplianceCRD 5291182

Amanda Crane
Registered RepresentativeCRD 4213010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, ME
Cumberland
Location
Portland, ME
Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 190 Middle St
- Time zone
- ET (UTC-5)
- Office locations
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