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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

STEVEN DAVID BURKHARDT

Advisor at MFS INSTITUTIONAL ADVISORS INC.

BOSTON, MA | Newark, NJ

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Search this name across graphsid dfx:ria:30c45f7d-26f5-c56d-b887-2c3997564fb0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MFS INSTITUTIONAL ADVISORS INC.
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 20, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 20, 1997
First registration: Sep 26, 2002
Dual registered: yes, broker-dealer
Other names: STEVE D. BURKHARDT|STEVEN BURKHARDT
IAPD individual key: 2922148

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MFS INSTITUTIONAL ADVISORS INC.	Other adviser	Mar 25, 2013	n/a	yes	BOSTON, MA\|Newark, NJ	Current employment
BLACKROCK FINANCIAL MANAGEMENT, INC	Other adviser	May 17, 2006	Feb 15, 2013	no	WILMINGTON, DE\|NEW YORK, NY	Previous registration
BLACKROCK CAPITAL MANAGEMENT, INC.	Asset manager	Oct 12, 2004	May 17, 2006	no	WILMINGTON, DE	Previous registration
FIDELITY PERSONAL TRUST COMPANY, FSB	n/a	Sep 26, 2002	May 12, 2004	no	WILMINGTON, DE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BLACKROCK FINANCIAL MANAGEMENT, INC	MFS INSTITUTIONAL ADVISORS INC.	Feb 15, 2013	Mar 25, 2013	38	Firm change	Other
BLACKROCK CAPITAL MANAGEMENT, INC.	BLACKROCK FINANCIAL MANAGEMENT, INC	May 17, 2006	May 17, 2006	0	Firm change	Other
FIDELITY PERSONAL TRUST COMPANY, FSB	BLACKROCK CAPITAL MANAGEMENT, INC.	May 12, 2004	Oct 12, 2004	153	Firm change	Other

Relationships

Registered with (4)

→ MFS INSTITUTIONAL ADVISORS INC.Registered adviserregistration: current employment
Mar 25, 2013 to presentfactForm ADV
→ BLACKROCK FINANCIAL MANAGEMENT, INCRegistered adviserregistration: previous registration
May 17, 2006 to Feb 15, 2013factForm ADV
→ BLACKROCK CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 12, 2004 to May 17, 2006factForm ADV
→ FIDELITY PERSONAL TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Sep 26, 2002 to May 12, 2004factForm ADV

Dated events

No dated event names this entity yet.