TrueAdvisor
TrueAdvisor
DM
DM

David Gilbert Martinez

Mfs Institutional Advisors INC.
32 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Mfs Institutional Advisors INC.
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only

Location

111 Huntington Avenue, Boston, MA, 02199-7618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mfs Institutional Advisors INC.
March 2006 - Present · 19 yrs 11 mos
Mfs Fund Distributors, INC.
February 2006 - Present · 20 yrs
Mfs Fund Distributors, INC.Broker
February 2006 - Present · 20 yrs
Previous Registrations
Van Kampen Advisors INC
March 2005 - January 2006 · 10 mos
Van Kampen Funds INC.Broker
March 2005 - January 2006 · 10 mos
Morgan Stanley & CO., IncorporatedBroker
October 2002 - April 2005 · 2 yrs 6 mos
Morgan Stanley Dw INC.Broker
June 2000 - July 2002 · 2 yrs 1 mo
Nicholas-Applegate Securities (a California Limited Partnership)Broker
December 1995 - October 1999 · 3 yrs 10 mos
Olde Discount CorporationBroker
August 1994 - December 1995 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
January 1994 - June 1994 · 5 mos
Chatfield Dean & CO., INC.Broker
February 1992 - January 1994 · 1 yr 11 mos
State Registrations2 states
CAMA
AdvisorBroker
Exams
No exam information available for this advisor.