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 is classified as a fund distributor rather than an asset manager or investment adviser. The firm registered with the SEC in 2010. Ownership is listed as a combination of a domestic entity and an individual. According to available filings, the firm does not act as a capital allocator, does not position itself as an ESG investor, and is not identified as a multi-state or related adviser. The business profile and public disclosures emphasize distribution activity rather than portfolio management or advisory services. Several advisory-related flags are negative (not a pension consultant, not newly formed as an adviser), which is consistent with a role focused on distributing pooled investment products rather than managing client portfolios directly.
Assets & Accounts
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 78
Elizabeth Teborek
Relationship ManagerCRD 5584864

Michael Mangiafico
Internal WholesalerCRD 7322313

Lauren Hale
Senior DirectorCRD 5364663
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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