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 is classified in FINTRX as a fund distributor. The firm’s profile indicates an ownership mix of domestic-entity and individual stakeholders. FINTRX flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. It is also listed as not being a multistate adviser, not a pension consultant, and not a related adviser. Available records provide minimal detail about the firm’s specific business activities, advisory services, fee schedules, or client segmentation. FINTRX likewise does not list any additional activities or affiliations for the entity.
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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