Wellington Funds Distributors Inc.

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
79
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
152768
Registered since
August 6, 2010

Firm profile

FINTRX

Overview

Wellington Funds Distributors Inc. is organized as a corporation and is classified as a fund distributor. The entity registered with the SEC in 2010. FINTRX characterizes the firm as distribution-focused rather than as an investment allocator: it is not identified as a capital allocator, is not listed as an active ESG investor, and is not registered as a multi-state adviser. The record lists the owner type as a combination of a domestic entity and an individual, which suggests the corporate vehicle may be tied to a parent organization or principal owner rather than operating as an independent registered investment adviser platform. FINTRX does not provide additional detail on business activities, advisory services, or client segments for this firm.

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
  • Sara Ann Martin

    Chief Legal OfficerCRD 7469775

Contacts

3 of 78
  • Elizabeth Teborek

    Elizabeth Teborek

    Relationship ManagerCRD 5584864

  • Michael Mangiafico

    Michael Mangiafico

    Internal WholesalerCRD 7322313

  • Lauren Hale

    Lauren Hale

    Senior DirectorCRD 5364663

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, 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
Suffolk
Address
280 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth