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MFS INVESTMENT MANAGEMENT

BOSTON, MA · CRD 110045 · IAPD ↗ · 617-954-5000

$514.05BRegulatory AUM
327Advisory reps
1244Employees
0Clients
n/aPlanning clients
0Private funds
0States
4Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

70
April 2024 — MFS INVESTMENT MANAGEMENT grew from 322 to 332 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.