Serge Pierre-Louis

Employer firm

Mfs Institutional Advisors Inc. CRD 107144

$114B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → Present
  Mfs Fund Distributors, Inc.
  Boston, MA
• 08/2012 → Present
  Mfs Institutional Advisors Inc.
  Boston, MA
• 12/2015 → 11/2016
  Playmakers
  Waltham, MA
• 12/2015 → 01/2022
  International Association Of Approved Basketball Officals
  Carlisle, PA

Previous Registrations

• 2010-11-01 → 2012-08-21
  Edward Jones
  St Louis, MO
  Boston, MA
  Arlington, MA

Exams

• S66 Uniform Combined State Law Examination
  2010-10-28
• S63 Uniform Securities Agent State Law Examination
  2006-12-12