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Peter Thomas Colli

SUN Life Institutional Distributors (u.s.) LLC

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About Peter Thomas Colli

Peter Colli is a registered representative with Sun Life Institutional Distributors (u.s.) LLC. Peter has been in the securities industry since February 25, 2011. Peter has passed the Series 6, Series 26, and SIE exams.

Firm Information

Peter Colli is currently registered with SUN Life Institutional Distributors (u.s.) LLC. SUN Life Institutional Distributors (u.s.) LLC is a Limited Liability Company formed in 2013 and is approved to operate in all 50 states, as well as the District of Columbia, Virgin Islands, and Puerto Rico. The firm is registered with the SEC and operates as a financial services provider.

Not reported

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Peter Colli’s Registration & Firm History

MA

07/25/2018 - Present

SUN Life Institutional Distributors (u.s.) LLC (WELLESLEY HILLS MA)

MA

02/25/2011 - 07/25/2018

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

MA

02/25/2011 - 08/23/2013

CLARENDON INSURANCE AGENCY, INC. (WALTHAM MA)

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Licenses & Designations

BC

Issued 06/22/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Thomas Colli.
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