Sun Life Institutional Distributors (U.S) LLC
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 170062
- Registered since
- October 7, 2014
- Website
- www.slcmanagement.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Randolph Brown
Chief Investment OfficerCRD 1399450
Contacts
3 of 33
Ashwin Gopwani
Managing DirectorCRD 8016027

Brian Mccarthy
AnalystCRD 7912198

Eric Hopkins
ComplianceCRD 4723776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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