Wellington Funds Distributors Inc.

Broker-DealerFINRA Member
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 is classified as a fund distributor. The firm is identified as a domestic entity/individual owner type and is not positioned as a capital allocator; its public profile does not list advisory activities, fee arrangements, or a client base. The firm is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The available information does not describe sales channels, product shelf, or specific distribution strategies. Given the classification as a fund distributor and the absence of disclosed advisory or asset-management activities, the entity appears to function in a distribution intermediary role rather than managing client portfolios.

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 79
  • Gregory Williams

    Gregory Williams

    Vice PresidentCRD 5697949

  • Zachary Till

    Zachary Till

    Vice President, Regional DirectorCRD 6504992

  • Adam Varga

    Adam Varga

    Vice President, Institutional & Private Wealth ConsultantCRD 3155404

Unlock 76 more contacts →

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth