Mitchell A. Tofte
Professional summary
Mitchell Alan Tofte, CIMA®, who also goes by Mitchell Alan Tofte, is a registered financial advisor currently at MFS INSTITUTIONAL ADVISORS INC. located in Tacoma, Washington and MFS FUND DISTRIBUTORS, INC. located in Boston, Massachusetts.
Mitchell is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Mitchell has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Alan Tofte's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 23, 2022 - Present
MFS INSTITUTIONAL ADVISORS INC.
August 2, 2022 - Present
MFS FUND DISTRIBUTORS, INC.
Office #1: 111 Huntington Avenue, Boston, MA 02199January 30, 2017 - July 19, 2022
CAPITAL CLIENT GROUP, INC.
January 10, 2017 - July 19, 2022
CAPITAL CLIENT GROUP, INC.
June 4, 2015 - December 20, 2016
METLIFE INVESTORS DISTRIBUTION COMPANY
Primary Firm SEC Registration
MFS INSTITUTIONAL ADVISORS INC.
CRD#: 107144 / SEC#: 801-46433
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/22/2025)
(8/23/2022)
(8/2/2022)
(8/2/2022)
Exams
Series 7TO
Date: 10/6/2020
General Securities Representative ExaminationFINRA
Current Firm
MFS INSTITUTIONAL ADVISORS INC.
CRD#: 107144 / SEC#: 801-46433
Contact information
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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