Sean
Mahoney

Mfs Institutional Advisors Inc

CRD#5054877
Investment Advisor
in Boston, MA

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About this Advisor

Sean Mahoney is a chartered financial analyst based out of Boston, Massachusetts with a total of 1 year of relevant experience. Mahoney is an employee of Mfs Institutional Advisors Inc. They have spent their whole time as a financial advisor at Mfs Institutional Advisors Inc. Mahoney maintains a Series 63 license, which qualifies them as a securities broker, and is able to work in Massachusetts. Mfs Institutional Advisors Inc is a financial advisory firm based in Boston, MA. It administers $117 billion in assets between its 7,737 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 138 charitable organizations. Of its 7,737 accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets. The firm provides a broad array of services, including 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees billed by Mfs Institutional Advisors Inc likely consist of any combination of asset-based, performance-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

1 year

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

$116,842,935,821

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

1,300

MA Average: 118
Total Number of Accounts

7,737

MA Average: 4,567
Average Account Size

$15,101,840

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

Sean Mahoney Work History

Sean has been registered as a financial advisor for 1 years.*

2012 - Present (12 years)

Mfs Fund Distributors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sean Mahoney 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

Lori Hubbard
Boston, MA
Steven Burkhardt
Boston, MA
Andy Tyndall
Boston, MA
Suzanne Crouch
Boston, MA
Anthony Iskandar
Boston, MA
Marie Reichenbach
Boston, MA
Paul Centauro
Boston, MA
Serge Pierre-Louis
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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