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 organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 2014. The record identifies its ownership as a combination of a domestic corporate entity and an individual. FINTRX classifies the firm as "Unclassified" for broader firm type and does not list it as a capital allocator. The profile flags the firm as not an active ESG investor, not a multi-state adviser, and not a newly formed adviser. The dataset does not supply detail on business lines, advisory services, fee schedules, or client segments. FINTRX also indicates the firm has not provided additional information about activities and affiliations.

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

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