Russell R. Kilpatrick
Professional summary
Russell Robert Kilpatrick, CIMA® is a registered financial advisor currently at MFS INSTITUTIONAL ADVISORS INC. located in Boston, Massachusetts and MFS FUND DISTRIBUTORS, INC. located in Boston, Massachusetts.
Russell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Russell has worked at 7 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) - RIA
Click below to view Russell Robert Kilpatrick's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2011 - Present
MFS INSTITUTIONAL ADVISORS INC.
Office #1: 111 Huntington Avenue, Boston, MA 02199-7618January 1, 2011 - Present
MFS FUND DISTRIBUTORS, INC.
Office #1: 111 Huntington Avenue, Boston, MA 02199September 29, 2006 - January 12, 2009
BLACKROCK INVESTMENTS, LLC
May 24, 2006 - May 19, 2010
BLACKROCK FINANCIAL MANAGEMENT, INC
July 21, 2005 - May 25, 2006
BLACKROCK CAPITAL MANAGEMENT, INC.
June 4, 2004 - October 18, 2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC.
November 30, 2001 - April 23, 2003
JOHN HANCOCK DISTRIBUTORS LLC
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
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/6/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/3/2011)
(1/1/2011)
(1/3/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
(1/1/2011)
Exams
FINRA
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MFS INSTITUTIONAL ADVISORS INC.
CRD#: 107144Boston, MA 02199-7618TRUST BUT VERIFY
Monitor Russell Kilpatrick
Get automatic monthly alerts on:
