MFS INSTITUTIONAL ADVISORS INC.

BOSTON, Massachusetts·4 registered advisors·CRD# 107144
SEC# 801-464330617-954-5000
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 ManagementRetirement PlanningWealth Management
04

Advisors at MFS INSTITUTIONAL ADVISORS INC.

4 registered advisors
Charuda Upatham-Costello
BOSTON, Massachusetts
John M. Corcoran
BOSTON, Massachusetts
Linda Harring Savage
BOSTON, Massachusetts
Michael Sean Keenan
BOSTON, Massachusetts
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.