Lauren M. Byrne

MFS INSTITUTIONAL ADVISORS

Boston, MA 02199-7618

Some features on this profile are disabled

CRD#: 6024598

Professional summary

Lauren Mary Byrne, who also goes by Lauren Byrne, Lauren Mary Crehan, is a registered financial advisor currently at MFS INSTITUTIONAL ADVISORS INC. located in Boston, Massachusetts and MFS FUND DISTRIBUTORS, INC. located in Boston, Massachusetts.

Lauren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Lauren has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren Byrne | Lauren Mary Crehan

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) - RIA

Click below to view Lauren Mary Byrne'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

September 6, 2024 - Present

MFS INSTITUTIONAL ADVISORS INC.

Office #1: 111 Huntington Avenue, Boston, MA 02199-7618

RIA

CRD#: 107144

Boston, MA

Current

August 20, 2024 - Present

MFS FUND DISTRIBUTORS, INC.

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

CRD#: 31052

Boston, MA

Past

October 6, 2014 - July 31, 2024

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

BOSTON, MA

Past

September 9, 2014 - July 31, 2024

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

December 4, 2013 - September 8, 2014

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

FRANKLIN, TN

Past

December 4, 2013 - September 8, 2014

FIFTH THIRD SECURITIES, INC.

CRD#: 628

FRANKLIN, TN

Past

April 15, 2013 - November 13, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

June 25, 2012 - November 13, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

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

Alabama
(8/20/2024)

Alaska
(8/20/2024)

Arizona
(8/20/2024)

Arkansas
(8/20/2024)

California
(8/20/2024)

Colorado
(8/20/2024)

Connecticut
(8/20/2024)

Delaware
(8/20/2024)

District of Columbia
(8/20/2024)

Florida
(8/20/2024)

Georgia
(8/20/2024)

Hawaii
(8/20/2024)

Idaho
(8/20/2024)

Illinois
(8/20/2024)

Indiana
(8/20/2024)

Iowa
(8/20/2024)

Kansas
(8/20/2024)

Kentucky
(8/20/2024)

Louisiana
(8/20/2024)

Maine
(8/20/2024)

Maryland
(8/20/2024)

Massachusetts
(8/20/2024)

IAR

Massachusetts
(9/6/2024)

Michigan
(8/20/2024)

Minnesota
(8/20/2024)

Mississippi
(8/20/2024)

Missouri
(8/20/2024)

Montana
(8/20/2024)

Nebraska
(8/20/2024)

Nevada
(8/20/2024)

New Hampshire
(8/20/2024)

New Jersey
(8/20/2024)

New Mexico
(8/20/2024)

New York
(8/20/2024)

North Carolina
(8/20/2024)

North Dakota
(8/20/2024)

Ohio
(8/20/2024)

Oklahoma
(8/20/2024)

Oregon
(8/20/2024)

Pennsylvania
(8/20/2024)

Puerto Rico
(8/20/2024)

Rhode Island
(8/20/2024)

South Carolina
(8/20/2024)

South Dakota
(8/20/2024)

Tennessee
(8/20/2024)

Texas
(8/20/2024)

Utah
(8/20/2024)

Vermont
(8/20/2024)

Virgin Islands
(8/20/2024)

Virginia
(8/20/2024)

Washington
(8/20/2024)

West Virginia
(8/20/2024)

Wisconsin
(8/20/2024)

Wyoming
(8/20/2024)

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: 4/12/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/23/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/29/2017

General Securities Principal Examination

SRO Registrations

FINRA

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

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lauren M. Byrne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren Mary Byrne's CRS (Customer Relationship Summary).

Certified licenses

Experience

MFS FUND DISTRIBUTORS, INC.

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

MFS INSTITUTIONAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/12/2013

Series 63

Date: 4/23/2012

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2012

Series 24

Date: 6/29/2017

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

Similar Advisors