Julia L. Perry

MFS INSTITUTIONAL ADVISORS

Boston, MA

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CRD#: 7264800

Professional summary

Julia Lynmore Perry, who also goes by Julia L Perry, Julia Perry, is a registered financial advisor currently at MFS INSTITUTIONAL ADVISORS INC. located in Boston, Massachusetts and MFS FUND DISTRIBUTORS, INC. located in Boston, Massachusetts.

Julia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Julia has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julia L Perry | Julia Perry

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 Julia Lynmore Perry'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

March 21, 2024 - Present

MFS INSTITUTIONAL ADVISORS INC.

RIA

CRD#: 107144

Boston, MA

Current

February 29, 2024 - Present

MFS FUND DISTRIBUTORS, INC.

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

CRD#: 31052

Boston, MA

Past

June 30, 2023 - February 16, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Boston, MA

Past

March 9, 2023 - February 16, 2024

MORGAN STANLEY

CRD#: 149777

Boston, MA

Past

August 19, 2020 - August 4, 2022

MFS FUND DISTRIBUTORS, INC.

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".

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

Massachusetts
(2/29/2024)

IAR

Massachusetts
(3/21/2024)

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 65

Date: 6/30/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/20/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/13/2020

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 8/19/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 7/22/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

MFS INSTITUTIONAL ADVISORS INC.

CRD#: 107144 / SEC#: 801-46433

RIA

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

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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)

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.

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Advisor Monitoring

Firm Stability Insights

Julia L. Perry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Lynmore Perry's CRS (Customer Relationship Summary).

Certified licenses

Experience

MFS FUND DISTRIBUTORS, INC.

MORGAN STANLEY

MORGAN STANLEY

MFS FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

MFS INSTITUTIONAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/2023

Series 63

Date: 6/20/2020

Series 7TO

Date: 10/13/2020

Series 6TO

Date: 8/19/2020

SIE

Date: 7/22/2020

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

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