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 organized as a limited liability company and appears in public filings as an SEC-registered entity since 2014. The firm is identified as owned by a domestic party (entity and/or individual) and is not classified under a more specific advisory category in the available data. The record indicates the firm does not act as a capital allocator and is not designated an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser in the FINTRX snapshot. The limited set of disclosed fields and the firm name point to a distribution or intermediary role within the Sun Life ecosystem rather than a traditional investment-manager profile focused on discretionary asset management. Publicly provided descriptors for fee structure, advisory activities, and client base are not populated in the source dataset.
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
1 of 1RANDOLPH BROWN
Chief Investment OfficerCRD 1399450
Contacts
3 of 33Ashwin 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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