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 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
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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