Sun Life Institutional Distributors (U.S) LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
33
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 is classified in FINTRX as a fund distributor. The firm’s profile indicates an ownership mix of domestic-entity and individual stakeholders. FINTRX flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also listed as not being a multistate adviser, not a pension consultant, and not a related adviser. Available records provide minimal detail about the firm’s specific business activities, advisory services, fee schedules, or client segmentation. FINTRX likewise does not list any additional activities or affiliations for the entity.

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 32
  • Eric Hopkins

    Eric Hopkins

    ComplianceCRD 4723776

  • Michael Schnitman

    Michael Schnitman

    Senior Managing DirectorCRD 2523450

  • Barton Holl

    Managing DirectorCRD 1237156

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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