Julia Lynmore Perry

Mfs Institutional Advisors INC.

4 Years of Experience

Broker

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.

Employment History

Current Registrations

Mfs Institutional Advisors INC.

March 2024 - Present · 1 yr 11 mos

Mfs Fund Distributors, INC.Broker

February 2024 - Present · 2 yrs

Mfs Fund Distributors, INC.

February 2024 - Present · 2 yrs

Previous Registrations

Morgan Stanley

June 2023 - February 2024 · 8 mos

Morgan StanleyBroker

March 2023 - February 2024 · 11 mos

Mfs Fund Distributors, INC.Broker

August 2020 - August 2022 · 2 yrs

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.