Janet
Oliver

Mfs Institutional Advisors Inc

CRD#4471878
Investment Advisor
in Boston, MA

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About this Advisor

Janet Oliver is a financial advisor based in Boston, Massachusetts, working with Mfs Institutional Advisors Inc. Janet has previously held positions at Blackrock Investments, Inc and Mfs Fund Distributors, Inc. Janet has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Janet is part of Mfs Institutional Advisors Inc, which operates out of Boston, Massachusetts. The firm has 1,300 employees and manages assets totaling $128.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mfs Institutional Advisors Inc includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

111 Huntington Avenue
Boston, MA 02199-7618

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Mfs Institutional Advisors Inc Brokerage Details

Total Assets Under Management

$128,519,177,590

MA Average: $16,012,751,954
Total Number of Employees

1,300

MA Average: 118
Total Number of Accounts

8,586

MA Average: 4,567
Average Account Size

$14,968,458

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Janet Oliver Work History

2016 - Present (8 years)

Mfs Fund Distributors, Inc

2006 - 2016 (10 years)

Blackrock Investments, Inc

Disclosures

Please visit the SEC profile of Janet Oliver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mfs Institutional Advisors Inc

Paul Centauro
Boston, MA
Thomas Shanley
Boston, MA
Joe Valencia
Boston, MA
Mitchell Tofte
Boston, MA
Andy Tyndall
Boston, MA
Graham Kimmerer
Boston, MA
Suzanne Crouch
Boston, MA
Lori Hubbard
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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