Massachusetts Financial Services

Company Profile

Massachusetts Financial Services is an investment advisor in Boston with $556.80 bn assets under management.

Website

Incorporated

Location

Fiscal year end

Industry

SEC CIK

SEC advisor number

801-17352

FINRA CRD number

110045

AUM ?

$556.80 bn (as of 26 May 22)

Accounts

345 (as of 26 May 22)

Employees

1,100 (305 investment advisory or research)

Address

Massachusetts Financial Services
111 HUNTINGTON AVENUE
24TH FLOOR
BOSTON
MA 02199

Office hours

Monday - Friday, 9 A.M. - 5 P.M.

Phone

18006372929

Brochures

Owner	Title	From	%Ownership
Sun Life of Canada (U.s.) Financial Services Holdings, Inc.	Shareholder	12/1997	> 75%
Sun Life Financial (U.s.) Investments LLC	Shareholder	10/2001	> 75%
Sun Life Financial (U.s.) Holdings, Inc.	Shareholder	10/2001	> 75%
Sun Life Assurance Company of Canada - U.s.operations Holdings, Inc.	Shareholder	10/2001	> 75%
Sun Life Global Investments Inc.	Shareholder	11/2016	> 75%
Sun Life Financial Inc.	Shareholder	11/2004	> 75%
Kanwal, Amrit, Bir-singh	Director, Executive Vice President and Chief Financial Officer	01/2022	< 5%
Roberge, Michael, William	Director, Chairman of the Board, Chairman and Chief Executive Officer	01/2022	< 5%
Sun Life 2007-1 Financing Corp.	Shareholder	11/2016	> 75%
Hardin, Heidi, Walter	Executive Vice President, General Counsel, and Secretary	03/2017	< 5%
Strain, Kevin, D.	Director	06/2017	< 5%
Geremia, Carol, William	Director and President	01/2018	< 5%
Kennedy, Melissa, Jane	Director	01/2020	< 5%
Singh, Manjit	Director	06/2021	< 5%
Licea-mailloux, Rosa, Esmeralda	Chief Compliance Officer	03/2022	< 5%