Michael Schwanekamp, financial advisor Boston MA
93 score

Michael Schwanekamp

CRD Number: 1422123
Current Firm: Mfs Institutional Advisors Inc.

Michael Schwanekamp (CRD# 1422123) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Mfs Institutional Advisors, Inc. Boston, MA Jan 2006 - Current 10
Mfs Fund Distributors, Inc. Boston, MA May 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Michael W. Schwanekamp
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
93
Clean Record
This advisor has a clean track record with regulators.

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