Sun Life Institutional Distributors (U.S) LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
34
Avg account
$0

Firm details

Headquarters
Wellesley, Massachusetts
CRD number
170062
Registered since
October 7, 2014

Firm profile

FINTRX

Overview

Sun Life Institutional Distributors (U.S) LLC is a U.S.-organized limited liability company that operates as a fund distributor and has been SEC-registered since 2014. The firm is structured to distribute investment products rather than act as an allocator of client capital or as a multi-state advisory platform. Public details indicate the firm is not positioned as an active ESG investor, is not a pension consultant, and is not described as a multi-state or related adviser. Ownership is listed as domestic entity and individual, but the firm's specific business lines and advisory activities were not disclosed in the source material.

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

1 of 1
  • Randolph Brown

    Randolph Brown

    Chief Investment OfficerCRD 1399450

Contacts

3 of 33
  • Ashwin Gopwani

    Ashwin Gopwani

    Managing DirectorCRD 8016027

  • Brian Mccarthy

    Brian Mccarthy

    AnalystCRD 7912198

  • Eric Hopkins

    Eric Hopkins

    ComplianceCRD 4723776

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wellesley, MA

Norfolk

Location

Wellesley, MA

Headquartered in Wellesley, 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
Norfolk
Address
96 Worcester St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth