Joe Marcos Valencia
Investment adviser representative at MFS Institutional Advisors Inc.
12 yearsExperience
1 stateRegistered in
$113.6BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- MFS Institutional Advisors Inc.Jul 2023 to now
- MFS Fund Distributors, Inc.May 2023 to now
- American FundsJan 2014 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
MFS Institutional Advisors Inc.
$113.6BAssets managed
13,555Clients
53Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4132465
- Firm CRD
- 107144