Kurt Allen Beal

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

• 05/2012 → Present
  Mfs Fund Distributors, Inc.
  Boston, MA
• 05/2012 → Present
  Mfs Institutional Advisors Inc.
  Boston, MA

Previous Registrations

• 2003-07-17 → 2011-10-19
  Dws Investment Management Americas, Inc.
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-16
• S63 Uniform Securities Agent State Law Examination
  2000-11-15