Andrew MessnerCRD Number: 6291519
Current Firm: Mfs Institutional Advisors Inc.
Andrew Messner (CRD# 6291519) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Mfs Fund Distributors, Inc.||Boston, MA||Jul 2015 - Current||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Jul 2015||< 1|
|Mcadam LLC||Boston, MA||Oct 2014 - Jul 2015||< 1|
|Ing Financial Partners||Boston, MA||Jul 2014 - Oct 2014||< 1|
|Mcadam Financial Group||Boston, MA||May 2014 - Oct 2014||< 1|
|Scarborough State Beach||Narragansett, RI||May 2009 - Sep 2014||5|
|Saint Anselm College||Manchester, NH||Aug 2010 - May 2014||3|
|Boston Partners Financial Group||Andover, MA||Jan 2014 - Apr 2014||< 1|
|Next Level Lacrosse||Warwick, RI||Sep 2006 - Dec 2010||4|
|Lasalle Academy||Providence, RI||Sep 2006 - May 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management116,317MILLIONS
Total Number of Accounts7,451ACCOUNTS
Average Account Value$15,610,935
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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