Thomas Patrick Shanley

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

• 02/2014 → Present
  Mfs Fund Distributors, Inc
  Boston, MA

Previous Registrations

• 2008-10-10 → 2012-06-29
  Credit Suisse Securities (Usa) Llc
  Boston, MA

Other Businesses

As of April 2024, involved with my sons' selling via the online marketplace. Activity is limited to being a co-owner (due to a minor child needing adult permission). Supervision of son selling sports cards via the online marketplace for approximately 2 hours per month. This position is not investment related and not generally performed during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-10

Other Names

• Thomas Shanley
• Tom Shanley