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FIRM PROFILE
Overview
SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC is located at 96 Worcester Street, Wellesley Hills, MA 02481 and was first established at Boston, Delaware in 10/11/2013. After operating for 12 years, SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC’s clients are individuals and 0% of their clients are high net worth individuals. SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC Comes From
Understanding the Statistics for SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
96 Worcester Street, Wellesley Hills, MA 02481
96 Worcester Street, Wellesley Hills, MA 02481
Small
(774) 217-3429
Delaware since 10/11/2013
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC
Eric Lawrence Hopkins
Randolph Brill Brown
Timothy Luke William Boomer
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