Mathew J. Nolan
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mathew John Nolan, who also goes by Mat Nolan, Matt Nolan, was a registered financial professional .
Mathew is a previously registered financial professional and started their career in finance in 1999. Mathew had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 30, 2017 - July 31, 2025
MFS INSTITUTIONAL ADVISORS INC.
September 16, 2015 - July 31, 2025
MFS FUND DISTRIBUTORS, INC.
April 11, 2005 - September 4, 2013
ALLSPRING FUNDS DISTRIBUTOR, LLC
January 1, 2005 - September 4, 2013
ALLSPRING FUNDS MANAGEMENT, LLC
October 7, 2002 - January 1, 2005
STRONG CAPITAL MANAGEMENT INC
September 23, 1999 - April 11, 2005
STRONG INVESTMENTS, INC.
Primary Firm SEC Registration
MFS INSTITUTIONAL ADVISORS INC.
CRD#: 107144 / SEC#: 801-46433
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MFS INSTITUTIONAL ADVISORS INC.
CRD#: 107144 / SEC#: 801-46433
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,260 |
| AUM (Assets Under Management) | $ 111,845,233,320 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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