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Amy Susan Marjani

SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC·WELLESLEY HILLS, Massachusetts
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ONE SUN LIFE EXECUTIVE PARK, WELLESLEY HILLS, MA 02481-5699CRD# 2420495Firm CRD# 109684
01

About

Amy Susan Marjani is a registered financial advisor based in WELLESLEY HILLS, Massachusetts, affiliated with SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC
SLC MANAGEMENT
AUM
$69.5B
Regulatory assets under management
Employees
220
Total firm employees
View all advisors at SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: COST, COST PLUS PERCENTAGE
Regulatory
SEC/IARD CRD# 2420495
Firm CRD# 109684
1 disclosure on file
View on FINRA BrokerCheck →

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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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Other advisors in WELLESLEY HILLS
Kevin Francis Littlejohn — KAMYLON CAPITAL LLCCharles Thomas Lelon — KAMYLON CAPITAL LLCRichard Anthony Spencer — KAMYLON CAPITAL LLCPatricia Callon — SUN LIFE CAPITAL MANAGEMENT (U.S.) LLCThomas Joseph Cahill — WALNUT STREET MANAGERS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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