DFX Intelligence
Advisors
Advisors registered through Mfs Institutional Advisors Inc.About this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
52 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Joe Marcos Valencia dual registrant | Mfs Institutional Advisors Inc. other | Pinellas Park, Fl | Jul 25, 2023 | 20 y | 1 | 1 |
| James Arthur Wilson Chartered Financial Analyst · dual registrant | Mfs Institutional Advisors Inc. other | Hanover, Ma | Nov 20, 2025 | 10 y | 0 | 1 |
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