PB
Patrick M. Beksha
MFS INSTITUTIONAL ADVISORS
Norwell, MA
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CRD#: 6224900
PB
Professional summary
Patrick Murphy Beksha is a registered financial advisor currently at MFS INSTITUTIONAL ADVISORS INC. located in Norwell, Massachusetts and MFS FUND DISTRIBUTORS, INC. located in Boston, Massachusetts.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Patrick has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Murphy Beksha's 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®
NoneExperience
Current
October 25, 2022 - Present
MFS INSTITUTIONAL ADVISORS INC.
RIA
CRD#: 107144
Norwell, MA
Current
February 15, 2017 - Present
MFS FUND DISTRIBUTORS, INC.
Office #1: 111 Huntington Avenue, Boston, MA 02199BD
CRD#: 31052
Boston, MA
Past
August 29, 2013 - February 2, 2017
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
ANDOVER, MA
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".
MI
MFS INSTITUTIONAL ADVISORS INC.
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.RR
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
RR
Alabama(2/15/2017)
RR
Alaska(2/15/2017)
RR
Arizona(2/15/2017)
RR
Arkansas(2/15/2017)
RR
California(2/15/2017)
RR
Colorado(2/15/2017)
RR
Connecticut(2/15/2017)
RR
Delaware(2/15/2017)
RR
District of Columbia(2/15/2017)
RR
Florida(2/15/2017)
RR
Georgia(2/15/2017)
RR
Hawaii(2/15/2017)
RR
Idaho(2/15/2017)
RR
Illinois(2/15/2017)
RR
Indiana(2/15/2017)
RR
Iowa(2/15/2017)
RR
Kansas(2/15/2017)
RR
Kentucky(2/15/2017)
RR
Louisiana(2/15/2017)
RR
Maine(2/15/2017)
RR
Maryland(2/15/2017)
RR
Massachusetts(2/15/2017)
IAR
Massachusetts(10/25/2022)
RR
Michigan(2/15/2017)
RR
Minnesota(2/15/2017)
RR
Mississippi(2/15/2017)
RR
Missouri(2/15/2017)
RR
Montana(2/15/2017)
RR
Nebraska(2/15/2017)
RR
Nevada(2/15/2017)
RR
New Hampshire(2/15/2017)
RR
New Jersey(2/15/2017)
RR
New Mexico(2/15/2017)
RR
New York(2/15/2017)
RR
North Carolina(2/15/2017)
RR
North Dakota(2/15/2017)
RR
Ohio(2/16/2017)
RR
Oklahoma(2/15/2017)
RR
Oregon(2/15/2017)
RR
Pennsylvania(2/15/2017)
RR
Puerto Rico(2/15/2017)
RR
Rhode Island(2/15/2017)
RR
South Carolina(2/15/2017)
RR
South Dakota(2/15/2017)
RR
Tennessee(2/15/2017)
RR
Texas(2/15/2017)
RR
Utah(2/15/2017)
RR
Vermont(2/15/2017)
RR
Virgin Islands(2/15/2017)
RR
Virginia(2/15/2017)
RR
Washington(2/15/2017)
RR
West Virginia(2/15/2017)
RR
Wisconsin(2/15/2017)
RR
Wyoming(2/15/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MI
MFS INSTITUTIONAL ADVISORS INC.
MFS INSTITUTIONAL ADVISORS INC.
CRD#: 107144 / SEC#: 801-46433
RIA
Registered Investment Advisory firm - (5/6/1994 Approved)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 10,260 |
| AUM (Assets Under Management) | $ 111,845,233,320 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
