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Charuda Upatham-Costello

MFS INSTITUTIONAL ADVISORS INC.·BOSTON, Massachusetts
SIE, Series 6, Series 27, Series 99TOClean recordMFS INSTITUTIONAL ADVISORS INC.
111 HUNTINGTON AVENUE, BOSTON, MA 02199-7618CRD# 2415740Firm CRD# 107144

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charuda Upatham-Costello · BOSTON, MA
Registration
CRD #2415740 · MFS INSTITUTIONAL ADVISORS INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 27
Series 99TO
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
MFS INSTITUTIONAL ADVISORS INC.
CRD 107144 · SEC 801-46433
AUM
$128.5B
Regulatory assets under management
Employees
1,300
8,586 client accounts
Services offered by MFS INSTITUTIONAL ADVISORS INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at MFS INSTITUTIONAL ADVISORS INC. →
Introduction

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04

Frequently Asked Questions

What services does Charuda Upatham-Costello offer?
Charuda Upatham-Costello specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Charuda Upatham-Costello's credentials?
Charuda Upatham-Costello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charuda Upatham-Costello located?
Charuda Upatham-Costello is based in BOSTON, Massachusetts, working with MFS INSTITUTIONAL ADVISORS INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Charuda Upatham-Costello charge for services?
Charuda Upatham-Costello's firm is compensated through percentage of aum, performance-based fees, other: transfer pricing arrangements with affiliates. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MFS INSTITUTIONAL ADVISORS INC.?
MFS INSTITUTIONAL ADVISORS INC. has approximately 1300 employees and manages $128.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MFS INSTITUTIONAL ADVISORS INC.

John M. Corcoran
BOSTON, MA
Linda Harring Savage
BOSTON, MA
Michael Sean Keenan
BOSTON, MA

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