Sun Life Institutional Distributors (U.S) LLC
Firm details
- Headquarters
- Wellesley, Massachusetts
- CRD number
- 170062
- Registered since
- October 7, 2014
- Website
- www.slcmanagement.com
Firm profile
FINTRXOverview
Sun Life Institutional Distributors (U.S.) LLC is organized as a limited liability company and has been SEC-registered since 2014. The firm is classified in FINTRX as a fund distributor rather than a capital allocator or investment manager, and its ownership is listed as a domestic entity/individual. FINTRX records indicate the firm is not an active ESG investor, is not registered as a multi-state adviser, and does not advertise pension consulting or related-adviser status. Several typical adviser fields (advisory activities, fee structure, client base) are not populated in the source profile, consistent with its role focused on fund distribution rather than direct portfolio management.
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 1
Randolph Brown
Chief Investment OfficerCRD 1399450
Contacts
3 of 32
Eric Hopkins
ComplianceCRD 4723776

Michael Schnitman
Senior Managing DirectorCRD 2523450
Barton Holl
Managing DirectorCRD 1237156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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