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Amy Susan Marjani

SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC·WELLESLEY HILLS, Massachusetts
SIE, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 53, Series 63Clean recordSUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
ONE SUN LIFE EXECUTIVE PARK, WELLESLEY HILLS, MA 02481-5699CRD# 2420495Firm CRD# 109684

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Susan Marjani · WELLESLEY HILLS, MA
Registration
CRD #2420495 · SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 8
Series 9
Series 10
Series 24
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
CRD 109684 · SEC 801-39938
AUM
$69.5B
Regulatory assets under management
Employees
220
666 client accounts
Services offered by SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC →
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Frequently Asked Questions

What services does Amy Susan Marjani offer?
Amy Susan Marjani specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WELLESLEY HILLS, Massachusetts for a consultation.
What are Amy Susan Marjani's credentials?
Amy Susan Marjani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Susan Marjani located?
Amy Susan Marjani is based in WELLESLEY HILLS, Massachusetts, working with SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC. Their office serves clients in the WELLESLEY HILLS metropolitan area and surrounding communities.
How does Amy Susan Marjani charge for services?
Amy Susan Marjani's firm is compensated through percentage of aum, hourly charges, subscription fees, other: cost, cost plus percentage. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC?
SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC has approximately 220 employees and manages $69.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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