MASSACHUSETTS FINANCIAL SERVICES COMPANY

MFS INVESTMENT MANAGEMENT
BOSTON, Massachusetts·18 registered advisors·CRD# 110045
SEC# 801-173520617-954-5000
01

Firm Overview

AUM
$454.3B
Regulatory assets under management
Employees
1300
Total firm employees
Advisors
18
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Other: TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at MASSACHUSETTS FINANCIAL SERVICES COMPANY

18 registered advisors
Amrit Bir-Singh Kanwal
BOSTON, Massachusetts
Brent H. Farmer
BOSTON, Massachusetts
Carol William Geremia
BOSTON, Massachusetts
David Alexander Antonelli
BOSTON, Massachusetts
Dean Arthur Connor
BOSTON, Massachusetts
Heidi Walter Hardin
BOSTON, Massachusetts
Jacques Goulet
BOSTON, Massachusetts
Kevin D. Strain
BOSTON, Massachusetts
Linda Marie Dougherty
BOSTON, Massachusetts
Manjit Singh
BOSTON, Massachusetts
Mark Neil Polebaum
BOSTON, Massachusetts
Melissa Jane Kennedy
BOSTON, Massachusetts
Michael William Roberge
BOSTON, Massachusetts
Robert James Manning
BOSTON, Massachusetts
Robin Ann Stelmach
BOSTON, Massachusetts
Rosa Esmeralda Licea-Mailloux
BOSTON, Massachusetts
Thomas Anthony Bogart
BOSTON, Massachusetts
Timothy Girdwood Deacon
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
18 advisors

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Data sourced from SEC Form ADV filings. MASSACHUSETTS FINANCIAL SERVICES COMPANY (CRD# 110045) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.