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MFS INSTITUTIONAL ADVISORS INC.
MFS INSTITUTIONAL ADVISORS INC.
BOSTON, Massachusetts
·
4 registered advisors
·
CRD# 107144
SEC# 801-46433
0
617-954-5000
01
Firm Overview
AUM
$128.5B
Regulatory assets under management
Employees
1300
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
Other: TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MFS INSTITUTIONAL ADVISORS INC.
4 registered advisors
Charuda Upatham-Costello
BOSTON, Massachusetts
CRD# 2415740
John M. Corcoran
BOSTON, Massachusetts
CRD# 6404103
Linda Harring Savage
BOSTON, Massachusetts
CRD# 2508976
Michael Sean Keenan
BOSTON, Massachusetts
CRD# 2324763
05
Office Locations
BOSTON, Massachusetts
4 advisors
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Data sourced from SEC Form ADV filings. MFS INSTITUTIONAL ADVISORS INC. (CRD# 107144) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.