PC
CFA
PC
CFA

Paul Centauro

5 Years of Experience
Duxbury, MA
Broker

Paul Centauro is a CFA-designated registered investment advisor at Mfs Institutional Advisors INC., based in Duxbury, MA, with 5 years of industry experience. Paul 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
Fee-Only (% of Portfolio)
Firm Size
51 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

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.

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Location

Duxbury, MA

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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 2023 - Present · 3 yrs 2 mos
Mfs Fund Distributors, INC.
June 2020 - Present · 5 yrs 11 mos
Mfs Fund Distributors, INC.Broker
June 2020 - Present · 5 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.