Mfs Institutional Advisors Inc.

Mfs Institutional Advisors Inc. (CRD# 107144) is a financial advisory firm headquartered in Boston, MA. They manage $116,842,935,821 in 7,737 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    116,843
    MILLION
  • Total Number of Accounts
    7,737
    ACCOUNTS
  • Average Account Value
    $15,101,840
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV, WY

Financial Advisors at Mfs Institutional Advisors Inc.
Showing 1 - 10 of 44 top financial advisors.
1
Kurt A. Beal
CRD#: 3204076
111 Huntington Avenue, Boston, MA 02199

Kurt Beal (CRD# 3204076) 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.

2
Kevin D. Britt
CRD#: 4005819
111 Huntington Avenue, Boston, MA 02199

Kevin Britt (CRD# 4005819) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 24 years of experience in the finance industry.

3
Steven D. Burkhardt
CRD#: 2922148
111 Huntington Avenue, Boston, MA 02199

Steven Burkhardt (CRD# 2922148) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 26 years of experience in the finance industry.

4
Patrick J. Carroll
CRD#: 5516390
111 Huntington Avenue, Boston, MA 02199

Patrick Carroll (CRD# 5516390) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 15 years of experience in the finance industry.

5
Carlin C. Champion
CRD#: 6895530
111 Huntington Avenue, Boston, MA 02199

Carlin Champion (CRD# 6895530) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 6 years of experience in the finance industry.

6
Suzanne Crouch
CRD#: 2930475
111 Huntington Avenue, Boston, MA 02199

Suzanne Crouch (CRD# 2930475) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 26 years of experience in the finance industry.

7
Matthew W. Crowther
CRD#: 2809726
111 Huntington Avenue, Boston, MA 02199

Matthew Crowther (CRD# 2809726) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 26 years of experience in the finance industry.

8
Victor S. Curtis
CRD#: 2428075
111 Huntington Avenue, Boston, MA 02199

Victor Curtis (CRD# 2428075) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 30 years of experience in the finance industry.

9
Robert Ferguson
CRD#: 5372209
111 Huntington Avenue, Boston, MA 02199

Robert Ferguson (CRD# 5372209) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 16 years of experience in the finance industry.

10
John P. Garrett
CRD#: 4636282
111 Huntington Avenue, Boston, MA 02199

John Garrett (CRD# 4636282) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 21 years of experience in the finance industry.

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