Sun Life Institutional Distributors (U.S) LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Wellesley, Massachusetts
CRD number
170062
Registered since
October 7, 2014

Firm profile

FINTRX

Overview

Sun Life Institutional Distributors (U.S) LLC is organized as a limited liability company and is registered with the SEC since 2014. Public filings classify the firm as a fund distributor rather than an investment manager or allocator; its disclosure flags indicate it does not function as a capital allocator or as a multi-state investment adviser. Owner type is reported as a domestic entity and individual ownership interests are noted. Available disclosures are sparse on day-to-day business lines and advisory services. The firm is not identified as an active ESG investor, a pension consultant, or a related adviser. That combination of attributes suggests the entity’s primary role is distribution and intermediary activity for investment products rather than direct portfolio management or discretionary client advisory services.

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
  • Randolph Brown

    Randolph Brown

    Chief Investment OfficerCRD 1399450

Contacts

3 of 32
  • Eric Hopkins

    Eric Hopkins

    ComplianceCRD 4723776

  • Michael Schnitman

    Michael Schnitman

    Senior Managing DirectorCRD 2523450

  • Barton Holl

    Managing DirectorCRD 1237156

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wellesley, MA

Norfolk

Location

Wellesley, MA

Headquartered in Wellesley, 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
Norfolk
Address
96 Worcester St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth