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 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
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 78
Elizabeth Teborek
Relationship ManagerCRD 5584864

Michael Mangiafico
Internal WholesalerCRD 7322313

Lauren Hale
Senior DirectorCRD 5364663
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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