Skyler L. Newlands

Some features on this profile are disabled

CRD#: 5188977

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.

Skyler Leslie Newlands, who also goes by Skyler L Newlands, Newlands Leslie Skyler, was a registered financial professional .

Skyler is a previously registered financial professional and started their career in finance in 2006. Skyler had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Skyler L Newlands | Newlands Leslie Skyler

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 3, 2017 - July 27, 2018

MFS INSTITUTIONAL ADVISORS INC.

RIA

CRD#: 107144

Denver, CO

Past

May 2, 2017 - July 27, 2018

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

January 25, 2008 - November 5, 2015

BLACKROCK FINANCIAL MANAGEMENT, INC

RIA

CRD#: 107105

PRINCETON, NJ

Past

January 25, 2008 - November 5, 2015

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

PRINCETON, NJ

Past

November 21, 2006 - September 13, 2007

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

FLORHAM PARK, NJ

Past

September 25, 2006 - September 13, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

FLORHAM PARK, NJ

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/20/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/22/2006

General Securities Representative Examination

Current Firm

MFS INSTITUTIONAL ADVISORS INC.

CRD#: 107144 / SEC#: 801-46433

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Skyler L. Newlands

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MFS FUND DISTRIBUTORS, INC.

BLACKROCK FINANCIAL MANAGEMENT, INC

BLACKROCK INVESTMENTS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

MFS INSTITUTIONAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2006

SIE

Date: 7/27/2018

Series 7

Date: 9/22/2006

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

Similar Advisors