Evan Sturtz
Professional Summary
Evan Sturtz is a registered financial advisor currently at MFS FUND DISTRIBUTORS, INC. located in Boston, Massachusetts. Evan is registered as a RR (Registered Representative) and started their career in finance in 2022. Evan has worked at 1 firm and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
MFS FUND DISTRIBUTORS, INC. | MFS INVESTOR SERVICES, INC.
Contact Information
Main Address
111 Huntington Avenue, Boston, MA 02199Mailing Address
111 Huntington Avenue, Boston, MA 02199Phone Number
(617) 954-5000Established
Delaware since 10/27/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | PARENT COMPANY | — |
| HARDIN, HEIDI WALTER | SECRETARY | 2619251 |
| HUNT, MICHAEL ANDREW | CHIEF COMPLIANCE OFFICER | 4150065 |
| KEENAN, MICHAEL SEAN | PRESIDENT AND DIRECTOR | 2324763 |
| KENNEY, SEAN MARTIN | DIRECTOR AND CHAIRMAN OF THE BOARD | 4851636 |
| SMELSTOR, JOSEPH JOHN IV | TREASURER AND SENIOR GROUP CONTROLLER | 6247186 |
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2022About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Evan Sturtz's CRS (Customer Relationship Summary).
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