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Serge Pierre-louis

Investment adviser representative at MFS Institutional Advisors Inc.
4 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

4 years in the industry.

  1. MFS Institutional Advisors Inc.Aug 2012 to now
  2. MFS Fund Distributors, Inc.Aug 2012 to now
  3. International Association of Approved Basketball OfficalsDec 2015 to Jan 2022
  4. PlaymakersDec 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2010

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
5235258
Firm CRD
107144
Advisor's SEC record (opens in a new tab)
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