Peter Loncto is a CFA-designated registered investment advisor at Mfs Institutional Advisors INC., based in Concord, MA, with 21 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10,260 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MFSI provides investment management services to institutional clients and through managed account programs. Fees for investment management are based on a percentage of the assets managed. The specific percentage depends on the investment strategy used. Fees are negotiable and may vary based on factors such as the size of the account and the client's relationship with MFS. MFSI may also charge performance-based fees. Managed Account Programs have different fee structures, which may be bundled or unbundled.
Location
Concord, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter is a manager for Myrtle Roofdeck LLC, a rental property management company, since February 2021. He dedicates minimal time to this activity.
Employment History
Current Registrations
Mfs Institutional Advisors INC.
Mfs Fund Distributors, INC.
Mfs Fund Distributors, INC.Broker
Previous Registrations
Nicholas-Applegate Capital Management LLC
Mfs Fund Distributors, INC.Broker
State Registrations53 states
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