Graham Thomas Kimmerer

Mfs Institutional Advisors INC.

13 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 2014 - Present · 11 yrs 11 mos

Mfs Fund Distributors, INC.

December 2013 - Present · 12 yrs 2 mos

Mfs Fund Distributors, INC.Broker

December 2013 - Present · 12 yrs 2 mos

Previous Registrations

Morgan Stanley

October 2012 - December 2013 · 1 yr 2 mos

Morgan StanleyBroker

September 2012 - December 2013 · 1 yr 3 mos

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.