WELLINGTON FUNDS DISTRIBUTORS INC.

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
79
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
152768
Registered since
August 6, 2010

Firm profile

FINTRX

Overview

Wellington Funds Distributors Inc. is organized as a corporation and has been SEC-registered since 2010. FINTRX classifies the entity as unclassified and identifies its ownership as a mix of a domestic entity and an individual. The profile data indicates the firm does not act as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state or newly formed adviser. It is also not recorded as a pension consultant or a related adviser in the available 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
  • SARA ANN MARTIN

    Chief Legal OfficerCRD 7469775

Contacts

3 of 78
  • ELIZABETH TEBOREK

    Relationship ManagerCRD 5584864

  • Michael Mangiafico

    Internal WholesalerCRD 7322313

  • LAUREN HALE

    Senior DirectorCRD 5364663

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, 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
SUFFOLK
Address
280 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth