Andrew Messner, financial advisor Boston MA
88 score

Andrew Messner

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mfs Fund Distributors, Inc. Boston, MA Jul 2015 - Current 1
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
Contact Info for Andrew D. Messner
Phone Number: 617-954-5000
Firm Website: http://www.mfs.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    117,259
    MILLIONS
  • Total Number of Accounts
    7,157
    ACCOUNTS
  • Average Account Value
    $16,383,855
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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