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 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

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

Unlock 29 more contacts

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