Graham Kimmerer, financial advisor Boston MA
90 score

Graham Kimmerer

CRD Number: 6101838
Current Firm: Mfs Institutional Advisors Inc.

Graham Kimmerer (CRD# 6101838) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mfs Fund Distributors, Inc. Boston, MA Dec 2013 - Current 3
Morgan Stanley Smith Barney Wellesley, MA Jul 2012 - Dec 2013 1
Bank Of America Boston, MA Apr 2010 - Jul 2012 2
Vineyard Vines Boston, MA Sep 2009 - Mar 2010 < 1
Hopatcong Borough Schools Hopatcong, NJ Aug 2008 - Jun 2009 < 1
Gettysburg College Gettysburg, PA May 2004 - May 2008 4
Kabobs Glasser, NJ Jun 2007 - Jul 2007 < 1
Woody's Restuarant Byram, NJ May 2007 - May 2007 < 1
Grist Mill Cafe Andover, NJ Jun 2003 - Jan 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Graham T. Kimmerer
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
90
Clean Record
This advisor has a clean track record with regulators.

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