Wellington Funds Distributors Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 152768
- Registered since
- August 6, 2010
- Website
- www.wellington.com
Firm profile
FINTRXOverview
Wellington Funds Distributors Inc. is structured as a corporation and is identified as a fund distributor rather than an investment manager or allocator. The firm is SEC-registered (since 2010) and is listed as owned by a domestic entity/individual. Publicly reported classifications indicate it does not operate as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. Filings do not list advisory activities or pension consulting among its functions, which is consistent with a distribution-focused business model.
Assets & Accounts
Investments & Alternatives
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 1Sara Ann Martin
Chief Legal OfficerCRD 7469775
Contacts
3 of 79
Gregory Williams
Vice PresidentCRD 5697949
Zachary Till
Vice President, Regional DirectorCRD 6504992
Amy Morse
DirectorCRD 2158043
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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