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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

Patrick Mueller

Advisor at MFS INSTITUTIONAL ADVISORS INC.

BOSTON, MA | Mansfield, MA

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Search this name across graphsid dfx:ria:cd8b1072-99c6-945c-12aa-9a654cb2aa4a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 16, 2021 to Sep 15, 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: Oct 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 6, 2021
First registration: Jun 16, 2021
Dual registered: yes, broker-dealer
IAPD individual key: 7331559

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	Jan 27, 2026	n/a	yes	BOSTON, MA\|Mansfield, MA	Current employment
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	Asset manager	Dec 2, 2024	Dec 17, 2025	no	Mansfield, MA\|BOSTON, MA\|Boston, MA	Previous registration
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	Asset manager	Feb 22, 2024	Oct 17, 2024	no	BOSTON, MA	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Feb 14, 2023	Feb 12, 2024	no	Boston, MA\|NASHVILLE, TN	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Jun 16, 2021	Sep 13, 2021	no	Clarksville, TN\|FORT WORTH, TX	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
JOHN HANCOCK INVESTMENT MANAGEMENT LLC	MFS INSTITUTIONAL ADVISORS INC.	Dec 17, 2025	Jan 27, 2026	41	Firm change	Other
ALLIANCEBERNSTEIN L.P.	JOHN HANCOCK INVESTMENT MANAGEMENT LLC	Feb 12, 2024	Feb 22, 2024	10	Firm change	Other
FIRST COMMAND ADVISORY SERVICES	ALLIANCEBERNSTEIN L.P.	Sep 13, 2021	Feb 14, 2023	519	Firm change after gap	Other

Relationships

Registered with (4)

→ MFS INSTITUTIONAL ADVISORS INC.Registered adviserregistration: current employment
Jan 27, 2026 to presentfactForm ADV
→ JOHN HANCOCK INVESTMENT MANAGEMENT LLCRegistered adviserregistration: previous registration
Dec 2, 2024 to Dec 17, 2025factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Feb 14, 2023 to Feb 12, 2024factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Jun 16, 2021 to Sep 13, 2021factForm ADV

Dated events

Occurred
Dec 17, 2025
Advisor changed firm
Patrick Mueller left John Hancock Investment Management Llc for Mfs Institutional Advisors Inc. (registered 2026-01-27)
Form ADVobserved 4 days ago
Occurred
Feb 12, 2024
Advisor changed firm
Patrick Mueller left Alliancebernstein L.P. for John Hancock Investment Management Llc (registered 2024-02-22)
Form ADVobserved 4 days ago