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 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

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

    Chief Investment OfficerCRD 1399450

Contacts

3 of 33
  • Ashwin Gopwani

    Managing DirectorCRD 8016027

  • BRIAN MCCARTHY

    AnalystCRD 7912198

  • 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