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Mark Neil Polebaum

MASSACHUSETTS FINANCIAL SERVICES COMPANY·BOSTON, Massachusetts
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111 HUNTINGTON AVENUE, BOSTON, MA 02199-7618CRD# 5114980Firm CRD# 110045
01

About

Mark Neil Polebaum is a registered financial advisor based in BOSTON, Massachusetts, affiliated with MASSACHUSETTS FINANCIAL SERVICES COMPANY. 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
MASSACHUSETTS FINANCIAL SERVICES COMPANY
MFS INVESTMENT MANAGEMENT
AUM
$454.3B
Regulatory assets under management
Employees
1300
Total firm employees
View all advisors at MASSACHUSETTS FINANCIAL SERVICES COMPANY →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
Regulatory
SEC/IARD CRD# 5114980
Firm CRD# 110045
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Neil Polebaum offer?
Mark Neil Polebaum specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Mark Neil Polebaum's credentials?
Mark Neil Polebaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Neil Polebaum located?
Mark Neil Polebaum is based in BOSTON, Massachusetts, working with MASSACHUSETTS FINANCIAL SERVICES COMPANY. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Mark Neil Polebaum charge for services?
Mark Neil Polebaum's firm is compensated through percentage of aum, 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 MASSACHUSETTS FINANCIAL SERVICES COMPANY?
MASSACHUSETTS FINANCIAL SERVICES COMPANY has approximately 1300 employees and manages $454.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASSACHUSETTS FINANCIAL SERVICES COMPANY

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Melissa Jane Kennedy
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Rosa Esmeralda Licea-Mailloux
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Amrit Bir-Singh Kanwal
BOSTON, MA
David Alexander Antonelli
BOSTON, MA
Dean Arthur Connor
BOSTON, MA

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Research
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