Wellington Funds Distributors Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 152768
- Registered since
- August 6, 2010
- Website
- www.wellington.com
Firm profile
FINTRXOverview
Wellington Funds Distributors Inc. is organized as a corporation and functions as a fund distributor rather than an investment manager or capital allocator. The firm registered with the SEC in 2010 and is listed as owned by a domestic entity and/or individual. Available records indicate it does not operate as a multi-state investment adviser, pension consultant, or related adviser, and it is not identified as an active ESG investor. The dataset does not include descriptions of advisory activities, fee arrangements, or client segments, which aligns with the distributor classification: the firm’s primary role appears to be intermediating funds rather than directly managing client portfolios.
Assets & Accounts
Investments & Alternatives
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 1Sara Ann Martin
Chief Legal OfficerCRD 7469775
Contacts
3 of 79
Gregory Williams
Vice PresidentCRD 5697949

Zachary Till
Vice President, Regional DirectorCRD 6504992

Amy Morse
DirectorCRD 2158043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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