Owen Murakami, financial advisor Boston MA
93 score

Owen Murakami

CRD Number: 5616687
Current Firm: Mfs Institutional Advisors Inc.

Owen Murakami (CRD# 5616687) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Mfs Fund Distributors, Inc. Phoenix, AZ Nov 2012 - Current 4
Mfs Institutional Advisors, Inc. Boston, MA Nov 2012 - Current 4
Ubs Financial Services Inc. Honolulu, HI Feb 2011 - Nov 2012 1
Ubs Financial Services Honolulu, HI Apr 2010 - Feb 2011 < 1
Uvest Financial Services Group, Inc. Charlotte, NC Oct 2008 - Apr 2010 1
American Savings Bank Honolulu, HI Nov 2007 - Oct 2008 < 1
Univeristy Of Hawaii Manoa Honolulu, HI Sep 2002 - Aug 2008 5
Unemployment Honolulu, HI Sep 2006 - Nov 2007 1
University Of Hawaii Honolulu, HI Aug 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Owen S. Murakami
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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