Unclaimed Profile

Leo Dudley Saraceno

SUN CAPITAL ADVISERS LLC·WELLESLEY HILLS, Massachusetts

SUN CAPITAL ADVISERS LLC

ONE SUN LIFE EXECUTIVE PARK, WELLESLEY HILLS, MA 02481-5699CRD# 4519022Firm CRD# 109684

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leo Dudley Saraceno · WELLESLEY HILLS, MA

Registration

CRD #4519022 · SUN CAPITAL ADVISERS LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Leo Dudley Saraceno is a registered financial advisor based in WELLESLEY HILLS, Massachusetts, affiliated with SUN CAPITAL ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: COST, COST PLUS PERCENTAGE

Regulatory

SEC/IARD CRD# 4519022

Firm CRD# 109684

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leo Dudley Saraceno offer?

Leo Dudley Saraceno specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WELLESLEY HILLS, Massachusetts for a consultation.

What are Leo Dudley Saraceno's credentials?

Leo Dudley Saraceno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leo Dudley Saraceno located?

Leo Dudley Saraceno is based in WELLESLEY HILLS, Massachusetts, working with SUN CAPITAL ADVISERS LLC. Their office serves clients in the WELLESLEY HILLS metropolitan area and surrounding communities.

How does Leo Dudley Saraceno charge for services?

Leo Dudley Saraceno'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 CAPITAL ADVISERS LLC?

SUN CAPITAL ADVISERS 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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