Funds Distributor, LLC

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
114
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
7174
Registered since
May 20, 1976

Firm profile

FINTRX

Overview

Funds Distributor, LLC is organized as a limited liability company that has been SEC-registered since 1976. FINTRX classifies ownership as a combination of a domestic entity and an individual and lists the firm’s classification as unclassified. The profile indicates the firm is not a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. The firm did not supply substantive detail on its advisory activities, target client segments, fee schedules, or core business lines in the FINTRX record. That lack of descriptive information limits visibility into how Funds Distributor, LLC positions itself in the market or the client services it emphasizes.

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

3 of 4
  • Scott Hayward

    Scott Hayward

    Chief Executive OfficerCRD 4335063

  • Wayne Boyles

    Wayne Boyles

    Chief Compliance OfficerCRD 6317607

  • Kelly Whetstone

    Kelly Whetstone

    Chief Compliance Officer and Associate General CounselCRD 5380134

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Contacts

3 of 110
  • Jackson Randall

    Jackson Randall

    Registered RepresentativeCRD 7408278

  • Lydia Cottrell

    Lydia Cottrell

    Client Relationship ManagerCRD 2291269

  • Wesley Driggers

    Wesley Driggers

    Director of ComplianceCRD 6267059

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth