State Street Global Advisors Funds Distributors, LLC

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
264
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
30107
Registered since
April 23, 1992

Firm profile

FINTRX

Overview

State Street Global Advisors Funds Distributors, LLC is organized as a limited liability company that functions as a fund distributor rather than an investment allocator or registered advisory practice. The entity has an SEC registration dating back to 1992 and is identified in the data as a domestic-owned entity. The firm is not designated as a capital allocator, does not report being an active ESG investor, and is not listed as a multi-state or newly formed adviser; other advisory roles (pension consultant, related adviser) are not indicated. Public disclosures supplied for this profile contain minimal detail about the firm's day-to-day activities, client-facing services, or affiliations beyond its classification as a fund distributor.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Apeawusu Amoa

    Apeawusu Amoa

    Chief Financial OfficerCRD 7711546

  • James Ferrarelli

    Executive Vice President and Chief Operating OfficerCRD 6961735

  • Brian Harris

    Brian Harris

    Chief Compliance OfficerCRD 5599152

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Contacts

3 of 260
  • Caroline Naylon

    Caroline Naylon

    Vice President, Account ExecutiveCRD 6194765

  • Theodore Wooding

    Theodore Wooding

    Senior AssociateCRD 8022864

  • Dusty Paschall

    Dusty Paschall

    Regional ConsultantCRD 1296752

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth