Marie A. Reichenbach

MFS INSTITUTIONAL ADVISORS

Redondo Beach, CA

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CRD#: 4369939

Professional summary

Marie Abigail Reichenbach, who also goes by Abbie Reichenbach, Abigail Reichenbach, Marie Abigail M Reichenbach, Abigail M Reichenbach, is a registered financial advisor currently at MFS INSTITUTIONAL ADVISORS INC. located in Redondo Beach, California and MFS FUND DISTRIBUTORS, INC. located in Boston, Massachusetts.

Marie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Marie has worked at 12 firms and has passed the Series 66, Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Abbie Reichenbach | Abigail Reichenbach | Marie Abigail M Reichenbach | Abigail M Reichenbach

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

As of November 2023, employed as a board member of the HOA Irena Townhomes Redondo Beach, 721 N Irena Ave, Unit E, Redondo Beach, CA 90277 for 1 hour per month. This position is not investment related and not generally performed during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marie Abigail Reichenbach's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 25, 2022 - Present

MFS INSTITUTIONAL ADVISORS INC.

RIA

CRD#: 107144

Redondo Beach, CA

Current

August 4, 2022 - Present

MFS FUND DISTRIBUTORS, INC.

Office #1: 111 Huntington Avenue, Boston, MA 02199

CRD#: 31052

Boston, MA

Past

December 17, 2018 - July 19, 2022

CAPITAL CLIENT GROUP, INC.

RIA

CRD#: 6247

Los Angeles, CA

Past

December 17, 2018 - July 19, 2022

CAPITAL CLIENT GROUP, INC.

CRD#: 6247

Los Angeles, CA

Past

August 7, 2017 - September 26, 2018

TD AMERITRADE, INC.

RIA

CRD#: 7870

BOSTON, MA

Past

August 7, 2017 - September 26, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Boston, MA

Past

July 27, 2017 - September 26, 2018

TD AMERITRADE, INC.

CRD#: 7870

BOSTON, MA

Past

March 18, 2013 - January 20, 2017

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

September 19, 2012 - January 20, 2017

SEI INVESTMENTS MANAGEMENT CORP

RIA

CRD#: 105146

ATLANTA, GA

Past

August 1, 2008 - April 4, 2013

ASSETMARK, INC.

RIA

CRD#: 109018

ENCINO, CA

Past

December 4, 2007 - September 11, 2012

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

August 9, 2006 - July 31, 2008

GENWORTH FINANCIAL ASSET MANAGEMENT, INC

RIA

CRD#: 105771

ENCINO, CA

Past

January 12, 2004 - July 6, 2006

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

March 26, 2001 - January 25, 2002

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MFS INSTITUTIONAL ADVISORS INC.

CRD#: 107144 / SEC#: 801-46433

RIA

Registered Investment Advisory firm - (5/6/1994 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/4/2022)

Hawaii
(8/4/2022)

IAR

Massachusetts
(10/25/2022)

Nevada
(8/4/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/2/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/9/2001

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/20/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 9/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MFS INSTITUTIONAL ADVISORS INC.

CRD#: 107144 / SEC#: 801-46433

RIA

Registered Investment Advisory firm - (5/6/1994 Approved)

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Contact information

Main Address

111 Huntington Avenue, Boston, MA 02199-7618

Mailing Address

Phone number

(617) 954-5000

Established

Firm type

Fiscal year end

# of Employees

1,331

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MFSI BROCHURE (9/26/2025)

SUMMARY OF MATERIAL CHANGES (3/31/2025)

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.

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Marie A. Reichenbach

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marie Abigail Reichenbach's CRS (Customer Relationship Summary).

Certified licenses

Experience

MFS FUND DISTRIBUTORS, INC.

CAPITAL CLIENT GROUP, INC.

CAPITAL CLIENT GROUP, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SEI INVESTMENTS DISTRIBUTION CO.

SEI INVESTMENTS MANAGEMENT CORP

ASSETMARK, INC.

CAPITAL BROKERAGE CORPORATION

GENWORTH FINANCIAL ASSET MANAGEMENT, INC

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

MFS INSTITUTIONAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2017

Series 63

Date: 5/9/2001

Series 65

Date: 4/20/2001

SIE

Date: 9/26/2018

Series 7

Date: 3/23/2001

FINRA

Current Firm

MFS INSTITUTIONAL ADVISORS INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MFS INSTITUTIONAL ADVISORS INC.

TRUST BUT VERIFY

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