Wellington Funds Distributors Inc.

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
80
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 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

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 79
  • Gregory Williams

    Gregory Williams

    Vice PresidentCRD 5697949

  • Zachary Till

    Zachary Till

    Vice President, Regional DirectorCRD 6504992

  • Amy Morse

    Amy Morse

    DirectorCRD 2158043

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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