SE
Scott T. Edgcomb
MFS INSTITUTIONAL ADVISORS
Marblehead, MA
Some features on this profile are disabled
CRD#: 6254141
SE
Professional summary
Scott Tomlinson Edgcomb, CFA, who also goes by Scott Edgcomb, is a registered financial advisor currently at MFS INSTITUTIONAL ADVISORS INC. located in Marblehead, Massachusetts and MFS FUND DISTRIBUTORS, INC. located in Boston, Massachusetts.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Scott has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Edgcomb
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 Scott Tomlinson Edgcomb'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®
Experience
Current
May 10, 2022 - Present
MFS INSTITUTIONAL ADVISORS INC.
RIA
CRD#: 107144
Marblehead, MA
Current
October 24, 2013 - Present
MFS FUND DISTRIBUTORS, INC.
Office #1: 111 Huntington Avenue, Boston, MA 02199BD
CRD#: 31052
Boston, 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(10/25/2013)
RR
Alaska(10/25/2013)
RR
Arizona(10/25/2013)
RR
Arkansas(10/25/2013)
RR
California(10/25/2013)
RR
Colorado(10/25/2013)
RR
Connecticut(10/25/2013)
RR
Delaware(10/25/2013)
RR
District of Columbia(10/25/2013)
RR
Florida(10/25/2013)
RR
Georgia(10/25/2013)
RR
Hawaii(10/25/2013)
RR
Idaho(10/25/2013)
RR
Illinois(10/25/2013)
RR
Indiana(10/25/2013)
RR
Iowa(10/25/2013)
RR
Kansas(10/25/2013)
RR
Kentucky(10/25/2013)
RR
Louisiana(10/25/2013)
RR
Maine(10/25/2013)
RR
Maryland(10/25/2013)
RR
Massachusetts(10/25/2013)
IAR
Massachusetts(5/10/2022)
RR
Michigan(10/25/2013)
RR
Minnesota(10/25/2013)
RR
Mississippi(10/25/2013)
RR
Missouri(10/25/2013)
RR
Montana(10/25/2013)
RR
Nebraska(10/25/2013)
RR
Nevada(10/25/2013)
RR
New Hampshire(10/25/2013)
RR
New Jersey(10/25/2013)
RR
New Mexico(10/25/2013)
RR
New York(10/25/2013)
RR
North Carolina(10/25/2013)
RR
North Dakota(10/25/2013)
RR
Ohio(10/25/2013)
RR
Oklahoma(10/25/2013)
RR
Oregon(10/25/2013)
RR
Pennsylvania(10/25/2013)
RR
Puerto Rico(10/25/2013)
RR
Rhode Island(10/25/2013)
RR
South Carolina(10/25/2013)
RR
South Dakota(10/25/2013)
RR
Tennessee(10/25/2013)
RR
Texas(10/25/2013)
RR
Utah(10/25/2013)
RR
Vermont(10/25/2013)
RR
Virgin Islands(10/25/2013)
RR
Virginia(10/25/2013)
RR
Washington(10/25/2013)
RR
West Virginia(10/25/2013)
RR
Wisconsin(10/25/2013)
RR
Wyoming(10/25/2013)
Exams
State Security Law 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
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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.
